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 | $68,468 |
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 | $194,574 | $107,415+81.1% | $135,998+43.1% | $80,187+142.7% |
| Participation rate | 85.4% | 78.0%+7.4pp | 81.9%+3.5pp | 72.9%+12.5pp |
| Annual return | 50.68% | 91.99%-41.3pp | 68.37%-17.7pp | 40.40%+10.3pp |
| Employer contribution / active EE | $6,431 | $3,878+65.8% | $4,860+32.3% | $2,980+115.8% |
| Participant deferral / active EE | $8,270 | $8,189+1.0% | $7,761+6.6% | $5,016+64.9% |
| Admin fee / account holder | $5 | $127-96.4% | $10,769-100.0% | $145-96.9% |