Filed July 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,011 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,117 | $106,230-4.8% | $147,080-31.3% | $77,736+30.1% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 19.38% | 56.91%-37.5pp | 420.17%-400.8pp | 31.26%-11.9pp |
| Employer contribution / active EE | $8,113 | $4,072+99.2% | $4,933+64.4% | $2,728+197.4% |
| Participant deferral / active EE | $16,768 | $8,001+109.6% | $8,066+107.9% | $4,651+260.6% |
| Admin fee / account holder | -$9 | $338-102.7% | $12,989-100.1% | $433-102.1% |