Filed March 17, 2022
Total covered: 20 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,730 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,679 | $42,367-72.4% | $79,576-85.3% | $64,814-82.0% |
| Participation rate | 87.6% | 64.7%+22.8pp | 69.5%+18.1pp | 71.5%+16.1pp |
| Annual return | -2.75% | -12.23%+9.5pp | 0.15%-2.9pp | 32.84%-35.6pp |
| Employer contribution / active EE | $44 | $1,181-96.3% | $2,413-98.2% | $2,507-98.2% |
| Participant deferral / active EE | $8,837 | $3,170+178.7% | $3,985+121.7% | $4,310+105.0% |
| Admin fee / account holder | $97 | $160-39.1% | $6,834-98.6% | $188-48.3% |