Filed April 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,081 |
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 | $56,910 | $88,324-35.6% | $115,038-50.5% | $55,191+3.1% |
| Participation rate | 76.5% | 72.5%+4.0pp | 81.4%-4.9pp | 69.2%+7.3pp |
| Annual return | 2.76% | 6.30%-3.5pp | 26.14%-23.4pp | 10.78%-8.0pp |
| Employer contribution / active EE | $940 | $2,805-66.5% | $4,608-79.6% | $1,899-50.5% |
| Participant deferral / active EE | $5,045 | $5,0420% | $6,026-16.3% | $3,046+65.6% |
| Admin fee / account holder | $6 | $105-94.0% | $8,175-99.9% | $91-93.1% |