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 | $446,801 |
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 | $23,068 | $43,110-46.5% | $156,551-85.3% | $65,292-64.7% |
| Participation rate | 94.7% | 69.3%+25.3pp | 84.0%+10.6pp | 72.4%+22.2pp |
| Annual return | 10.27% | 11.24%-1.0pp | 32.23%-22.0pp | 11.84%-1.6pp |
| Employer contribution / active EE | $811 | $1,702-52.3% | $5,501-85.3% | $2,302-64.8% |
| Participant deferral / active EE | $3,583 | $2,520+42.2% | $4,871-26.4% | $3,579+0.1% |
| Admin fee / account holder | $75 | $47+58.0% | $13,028-99.4% | $57+30.1% |