Filed February 19, 2020 (most recent of 4 filings on file)
Total covered: 2,000 employees
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| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 37 · EIN 91-2090931 | Loan Processing | $16,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,519 | $50,902+11.0% | $155,534-63.7% | $77,736-27.3% |
| Participation rate | 51.1% | 63.1%-12.0pp | 78.2%-27.2pp | 70.6%-19.5pp |
| Annual return | 14.89% | 34.85%-20.0pp | 64.92%-50.0pp | 31.26%-16.4pp |
| Employer contribution / active EE | $655 | $1,991-67.1% | $4,675-86.0% | $2,728-76.0% |
| Participant deferral / active EE | $1,582 | $2,824-44.0% | $5,630-71.9% | $4,651-66.0% |
| Admin fee / account holder | $37 | $437-91.4% | $15,900-99.8% | $433-91.4% |