Filed April 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,261 | $80,177-32.3% | $123,892-56.2% | $57,658-5.9% |
| Participation rate | 84.2% | 74.4%+9.8pp | 81.4%+2.8pp | 70.2%+14.0pp |
| Annual return | 9.09% | 17.90%-8.8pp | 47.52%-38.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,344 | $5,130+4.2% | $5,984-10.7% | $3,061+74.6% |
| Admin fee / account holder | $6 | $106-94.4% | $8,357-99.9% | $95-93.7% |