Filed May 14, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,175 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,489 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,720 | $91,517-64.2% | $101,248-67.7% | $73,409-55.4% |
| Participation rate | 95.0% | 73.8%+21.2pp | 75.8%+19.2pp | 72.2%+22.8pp |
| Annual return | 23.57% | 17.17%+6.4pp | 46.47%-22.9pp | 59.29%-35.7pp |
| Employer contribution / active EE | $1,889 | $2,877-34.4% | $3,660-48.4% | $2,234-15.5% |
| Participant deferral / active EE | $3,866 | $3,338+15.8% | $4,370-11.5% | $3,805+1.6% |
| Admin fee / account holder | $53 | $216-75.2% | $5,945-99.1% | $158-66.1% |