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 | $79,621 |
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 | $163,943 | $120,450+36.1% | $159,495+2.8% | $93,010+76.3% |
| Participation rate | 91.7% | 78.0%+13.7pp | 82.8%+8.9pp | 73.9%+17.8pp |
| Annual return | 35.85% | 27.11%+8.7pp | 263.72%-227.9pp | 158.70%-122.9pp |
| Employer contribution / active EE | $6,782 | $3,526+92.4% | $4,831+40.4% | $2,705+150.7% |
| Participant deferral / active EE | $7,879 | $7,283+8.2% | $7,354+7.1% | $4,561+72.8% |
| Admin fee / account holder | $4 | $137-96.9% | $10,804-100.0% | $152-97.2% |