Filed December 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,856 |
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 | $85,675 | $87,621-2.2% | $86,451-0.9% | $77,906+10.0% |
| Participation rate | 91.0% | 85.8%+5.2pp | 80.3%+10.7pp | 73.7%+17.3pp |
| Annual return | -15.63% | -13.90%-1.7pp | 4398.51%-4414.1pp | 12.16%-27.8pp |
| Employer contribution / active EE | $3,425 | $3,474-1.4% | $3,770-9.1% | $2,846+20.3% |
| Participant deferral / active EE | $10,999 | $8,645+27.2% | $6,953+58.2% | $4,805+128.9% |
| Admin fee / account holder | $35 | $85-58.9% | $6,734-99.5% | $133-73.8% |