Filed December 12, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,425 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,459 | $74,089-31.9% | $133,980-62.3% | $55,167-8.5% |
| Participation rate | 98.4% | 84.3%+14.1pp | 87.1%+11.3pp | 69.0%+29.4pp |
| Annual return | 7.53% | 12.11%-4.6pp | 29.30%-21.8pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,567 | $3,064+16.4% | $5,211-31.5% | $1,963+81.8% |
| Participant deferral / active EE | $3,401 | $4,678-27.3% | $6,282-45.9% | $3,054+11.4% |
| Admin fee / account holder | $12 | $458-97.4% | $9,324-99.9% | $504-97.7% |