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 | $89,159 |
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 | $136,005 | $130,052+4.6% | $86,717+56.8% | $77,906+74.6% |
| Participation rate | 81.7% | 85.9%-4.2pp | 76.6%+5.1pp | 73.7%+8.0pp |
| Annual return | -16.86% | -12.73%-4.1pp | 35.97%-52.8pp | 12.16%-29.0pp |
| Employer contribution / active EE | $3,975 | $3,214+23.7% | $2,837+40.1% | $2,846+39.6% |
| Participant deferral / active EE | $7,653 | $5,741+33.3% | $4,657+64.3% | $4,805+59.3% |
| Admin fee / account holder | $52 | $132-60.2% | $7,494-99.3% | $133-60.4% |