Filed July 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,556 |
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 | $16,768 | $46,732-64.1% | $156,551-89.3% | $55,167-69.6% |
| Participation rate | 98.2% | 65.8%+32.4pp | 84.0%+14.2pp | 69.0%+29.2pp |
| Annual return | 15.93% | 17.72%-1.8pp | 32.23%-16.3pp | 169.23%-153.3pp |
| Employer contribution / active EE | $5,154 | $2,105+144.8% | $5,501-6.3% | $1,963+162.6% |
| Participant deferral / active EE | $4,702 | $2,204+113.3% | $4,871-3.5% | $3,054+54.0% |
| Admin fee / account holder | $33 | $418-92.2% | $13,028-99.8% | $504-93.5% |