Filed May 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $214,980 |
NFP RETIREMENT INC2+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $129,029 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,142 | $93,773+15.3% | $125,401-13.8% | $78,104+38.5% |
| Participation rate | 94.6% | 75.6%+19.0pp | 82.4%+12.2pp | 74.5%+20.1pp |
| Annual return | -0.34% | 277.78%-278.1pp | 572.53%-572.9pp | 10.90%-11.2pp |
| Employer contribution / active EE | $2,094 | $3,678-43.1% | $4,816-56.5% | $3,128-33.1% |
| Participant deferral / active EE | $8,330 | $6,971+19.5% | $7,448+11.8% | $5,089+63.7% |
| Admin fee / account holder | $43 | $67-35.4% | $10,008-99.6% | $79-45.2% |