Filed December 2, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $330,332 |
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 | $18,848 | $63,964-70.5% | $147,618-87.2% | $67,505-72.1% |
| Participation rate | 95.9% | 68.6%+27.3pp | 84.6%+11.2pp | 71.2%+24.6pp |
| Annual return | 0.93% | 9.05%-8.1pp | 61.98%-61.1pp | 6.52%-5.6pp |
| Employer contribution / active EE | $789 | $1,618-51.3% | $5,564-85.8% | $2,173-63.7% |
| Participant deferral / active EE | $3,017 | $2,589+16.6% | $4,895-38.4% | $3,597-16.1% |
| Admin fee / account holder | $55 | $43+28.4% | $11,612-99.5% | $56-2.2% |