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 | $92,521 |
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 | $130,999 | $127,481+2.8% | $149,751-12.5% | $90,274+45.1% |
| Participation rate | 97.0% | 78.2%+18.8pp | 82.5%+14.5pp | 73.4%+23.6pp |
| Annual return | 8.04% | 57.78%-49.7pp | 276.71%-268.7pp | 53.97%-45.9pp |
| Employer contribution / active EE | $7,098 | $3,448+105.9% | $4,646+52.8% | $2,523+181.3% |
| Participant deferral / active EE | $8,000 | $6,975+14.7% | $6,843+16.9% | $4,231+89.1% |
| Admin fee / account holder | $5 | $152-96.6% | $9,312-99.9% | $114-95.5% |