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 | $335,821 |
NFP RETIREMENT INC3+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $91,811 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,143 | $121,599-15.2% | $135,998-24.2% | $103,657-0.5% |
| Participation rate | 95.9% | 76.2%+19.7pp | 81.9%+14.0pp | 73.4%+22.6pp |
| Annual return | 7.37% | 26.09%-18.7pp | 68.37%-61.0pp | 33.13%-25.8pp |
| Employer contribution / active EE | $5,909 | $4,627+27.7% | $4,860+21.6% | $3,216+83.8% |
| Participant deferral / active EE | $9,400 | $7,782+20.8% | $7,761+21.1% | $5,218+80.2% |
| Admin fee / account holder | $47 | $76-38.5% | $10,769-99.6% | $114-59.2% |