Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,447 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,130 | $62,928+11.4% | $172,739-59.4% | $67,579+3.8% |
| Participation rate | 93.5% | 64.5%+29.1pp | 82.6%+10.9pp | 71.3%+22.3pp |
| Annual return | 4.92% | 30.36%-25.4pp | 802.84%-797.9pp | 378.56%-373.6pp |
| Employer contribution / active EE | $477 | $1,636-70.8% | $5,143-90.7% | $2,148-77.8% |
| Participant deferral / active EE | $3,715 | $2,145+73.2% | $5,198-28.5% | $3,539+5.0% |
| Admin fee / account holder | $101 | $167-39.5% | $13,954-99.3% | $142-29.2% |