Filed July 18, 2020 (most recent of 2 filings on file)
Total covered: 175 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $651,354 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $37,275 |
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 | $98,565 | $126,505-22.1% | $191,597-48.6% | $126,505-22.1% |
| Participation rate | 95.7% | 81.0%+14.6pp | 76.9%+18.8pp | 81.0%+14.6pp |
| Annual return | 20.87% | 14.86%+6.0pp | 27.07%-6.2pp | 14.86%+6.0pp |
| Employer contribution / active EE | $2,661 | $4,041-34.1% | $5,025-47.0% | $4,041-34.1% |
| Participant deferral / active EE | $6,776 | $6,313+7.3% | $6,850-1.1% | $6,313+7.3% |
| Admin fee / account holder | $64 | $145-56.3% | $22,799-99.7% | $145-56.3% |