Filed July 2, 2021
Total covered: 59 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,812 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,652 | $83,158+102.8% | $167,512+0.7% | $102,872+63.9% |
| Participation rate | 81.8% | 70.1%+11.7pp | 77.1%+4.8pp | 73.0%+8.8pp |
| Annual return | 17.93% | 21.37%-3.4pp | 1615.79%-1597.9pp | 19.06%-1.1pp |
| Employer contribution / active EE | $5,482 | $2,233+145.5% | $3,882+41.2% | $3,526+55.5% |
| Participant deferral / active EE | $9,092 | $5,132+77.2% | $6,405+42.0% | $5,535+64.3% |
| Admin fee / account holder | $47 | $109-57.2% | $9,769-99.5% | $292-84.0% |