Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,194 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,849 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,511 | $88,122-71.0% | $141,162-81.9% | $67,579-62.2% |
| Participation rate | 96.6% | 76.5%+20.1pp | 82.5%+14.1pp | 71.3%+25.3pp |
| Annual return | 26.27% | 75.40%-49.1pp | 71.39%-45.1pp | 378.56%-352.3pp |
| Employer contribution / active EE | $1,051 | $3,224-67.4% | $4,735-77.8% | $2,148-51.1% |
| Participant deferral / active EE | $4,283 | $5,958-28.1% | $6,709-36.2% | $3,539+21.0% |
| Admin fee / account holder | $116 | $131-11.6% | $10,261-98.9% | $142-18.6% |