Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $324,557 |
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 | $69,888 | $46,516+50.2% | $147,618-52.7% | $69,651+0.3% |
| Participation rate | 74.6% | 65.8%+8.8pp | 84.6%-10.0pp | 66.6%+8.0pp |
| Annual return | 0.25% | 9.48%-9.2pp | 61.98%-61.7pp | 53.77%-53.5pp |
| Employer contribution / active EE | $1,403 | $1,393+0.7% | $5,564-74.8% | $2,241-37.4% |
| Participant deferral / active EE | $4,459 | $2,719+64.0% | $4,895-8.9% | $3,635+22.7% |
| Admin fee / account holder | $32 | $45-29.5% | $11,612-99.7% | $63-50.0% |