Filed April 26, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,990 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,998 | $85,635+22.6% | $123,894-15.3% | $63,975+64.1% |
| Participation rate | 91.6% | 74.9%+16.7pp | 81.4%+10.2pp | 71.1%+20.5pp |
| Annual return | -2.69% | 15.74%-18.4pp | 47.52%-50.2pp | 48.65%-51.3pp |
| Employer contribution / active EE | $5,470 | $3,076+77.8% | $4,617+18.5% | $2,182+150.7% |
| Participant deferral / active EE | $6,108 | $5,667+7.8% | $5,984+2.1% | $3,356+82.0% |
| Admin fee / account holder | $5 | $75-92.8% | $8,357-99.9% | $70-92.3% |