Filed February 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,404 |
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 | $168,443 | $176,471-4.5% | $95,968+75.5% | $90,274+86.6% |
| Participation rate | 85.8% | 86.6%-0.7pp | 77.1%+8.7pp | 73.4%+12.5pp |
| Annual return | 16.25% | 20.15%-3.9pp | 91.65%-75.4pp | 53.97%-37.7pp |
| Employer contribution / active EE | $4,183 | $2,783+50.3% | $2,542+64.6% | $2,523+65.7% |
| Participant deferral / active EE | $7,998 | $5,325+50.2% | $4,167+91.9% | $4,231+89.1% |
| Admin fee / account holder | $30 | $154-80.7% | $6,798-99.6% | $114-74.0% |