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 | $629,653 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $27,755 |
BKD, LLP8+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $9,415 |
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 | $66,656 | $78,104-14.7% | $129,118-48.4% | $78,104-14.7% |
| Participation rate | 96.0% | 74.5%+21.5pp | 77.2%+18.7pp | 74.5%+21.5pp |
| Annual return | -10.84% | 10.90%-21.7pp | -10.94%+0.1pp | 10.90%-21.7pp |
| Employer contribution / active EE | $2,291 | $3,128-26.7% | $5,051-54.6% | $3,128-26.7% |
| Participant deferral / active EE | $5,581 | $5,089+9.7% | $6,539-14.6% | $5,089+9.7% |
| Admin fee / account holder | $62 | $79-20.9% | $14,305-99.6% | $79-20.9% |