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 | $55,018 |
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 | $135,256 | $95,388+41.8% | $125,401+7.9% | $77,906+73.6% |
| Participation rate | 88.4% | 78.6%+9.8pp | 82.4%+6.1pp | 73.7%+14.7pp |
| Annual return | -5.86% | 116.19%-122.0pp | 572.53%-578.4pp | 12.16%-18.0pp |
| Employer contribution / active EE | $6,460 | $3,666+76.2% | $4,816+34.1% | $2,846+127.0% |
| Participant deferral / active EE | $7,669 | $7,711-0.5% | $7,448+3.0% | $4,805+59.6% |
| Admin fee / account holder | $3 | $119-97.4% | $10,008-100.0% | $133-97.7% |