Filed January 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,685 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $16,695 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,619 | $36,806-46.7% | $69,647-71.8% | $77,643-74.7% |
| Participation rate | 80.9% | 64.4%+16.6pp | 66.5%+14.5pp | 70.6%+10.4pp |
| Annual return | 24.20% | 38.81%-14.6pp | 100.48%-76.3pp | 31.24%-7.0pp |
| Employer contribution / active EE | $700 | $1,257-44.3% | $1,712-59.1% | $2,726-74.3% |
| Participant deferral / active EE | $2,200 | $2,738-19.7% | $2,886-23.8% | $4,647-52.7% |
| Admin fee / account holder | $151 | $507-70.1% | $4,713-96.8% | $430-64.8% |