Filed September 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $335,762 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $92,299 | $136,266-32.3% | $90,767+1.7% | $77,906+18.5% |
| Participation rate | 89.6% | 86.6%+2.9pp | 75.7%+13.9pp | 73.7%+15.9pp |
| Annual return | -17.70% | -11.32%-6.4pp | -12.16%-5.5pp | 12.16%-29.9pp |
| Employer contribution / active EE | $4,470 | $4,215+6.1% | $2,922+53.0% | $2,846+57.1% |
| Participant deferral / active EE | $8,135 | $6,353+28.0% | $4,565+78.2% | $4,805+69.3% |
| Admin fee / account holder | $66 | $399-83.4% | $8,445-99.2% | $133-50.2% |