Filed March 16, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,842 | $80,177-76.5% | $123,894-84.8% | $57,658-67.3% |
| Participation rate | 77.7% | 74.4%+3.2pp | 81.4%-3.7pp | 70.2%+7.5pp |
| Annual return | 11.56% | 17.90%-6.3pp | 47.52%-36.0pp | 5.13%+6.4pp |
| Employer contribution / active EE | $285 | $2,913-90.2% | $4,617-93.8% | $1,974-85.5% |
| Participant deferral / active EE | $4,516 | $5,130-12.0% | $5,984-24.5% | $3,061+47.6% |
| Admin fee / account holder | $13 | $106-87.8% | $8,357-99.8% | $95-86.2% |