Filed December 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,491 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,096 | $77,559-68.9% | $68,612-64.9% | $75,289-68.0% |
| Participation rate | 93.1% | 78.3%+14.8pp | 72.2%+20.8pp | 72.4%+20.6pp |
| Annual return | -1.95% | -1.01%-0.9pp | -4.63%+2.7pp | -0.04%-1.9pp |
| Employer contribution / active EE | $2,245 | $1,993+12.6% | $2,625-14.5% | $2,405-6.7% |
| Participant deferral / active EE | $4,047 | $3,128+29.4% | $3,311+22.2% | $3,739+8.3% |
| Admin fee / account holder | $39 | $90-57.4% | $5,131-99.2% | $102-62.3% |