Filed December 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,902 |
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 | $38,471 | $72,066-46.6% | $81,716-52.9% | $90,274-57.4% |
| Participation rate | 95.0% | 78.9%+16.1pp | 72.0%+23.0pp | 73.4%+21.6pp |
| Annual return | 21.05% | 15.92%+5.1pp | 29.49%-8.4pp | 53.97%-32.9pp |
| Employer contribution / active EE | $2,463 | $2,335+5.5% | $4,310-42.9% | $2,523-2.4% |
| Participant deferral / active EE | $4,575 | $3,557+28.6% | $7,108-35.6% | $4,231+8.1% |
| Admin fee / account holder | $33 | $92-64.8% | $5,159-99.4% | $114-71.4% |