Filed June 15, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,373 |
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 | $19,733 | $52,293-62.3% | $178,490-88.9% | $73,409-73.1% |
| Participation rate | 87.2% | 65.3%+21.9pp | 81.9%+5.3pp | 72.2%+15.0pp |
| Annual return | 30.32% | 34.75%-4.4pp | 151.07%-120.7pp | 59.29%-29.0pp |
| Employer contribution / active EE | $2,352 | $1,735+35.5% | $5,011-53.1% | $2,234+5.3% |
| Participant deferral / active EE | $4,291 | $2,332+84.0% | $5,202-17.5% | $3,805+12.7% |
| Admin fee / account holder | $11 | $127-91.7% | $13,984-99.9% | $158-93.3% |