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 | $77,639 |
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 | $171,483 | $144,879+18.4% | $111,319+54.0% | $93,010+84.4% |
| Participation rate | 81.2% | 86.1%-4.9pp | 77.3%+3.9pp | 73.9%+7.3pp |
| Annual return | 17.80% | 18.11%-0.3pp | 54.68%-36.9pp | 158.70%-140.9pp |
| Employer contribution / active EE | $3,691 | $3,052+20.9% | $2,732+35.1% | $2,705+36.5% |
| Participant deferral / active EE | $7,073 | $5,576+26.9% | $4,488+57.6% | $4,561+55.1% |
| Admin fee / account holder | $48 | $104-53.5% | $7,966-99.4% | $152-68.3% |