Filed June 15, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,243 |
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 | $26,249 | $56,540-53.6% | $185,849-85.9% | $86,821-69.8% |
| Participation rate | 93.3% | 65.5%+27.8pp | 81.7%+11.6pp | 72.3%+21.0pp |
| Annual return | 22.11% | 118.20%-96.1pp | 122.10%-100.0pp | 97.94%-75.8pp |
| Employer contribution / active EE | $3,441 | $1,844+86.6% | $5,169-33.4% | $2,406+43.0% |
| Participant deferral / active EE | $6,617 | $2,555+159.0% | $5,569+18.8% | $4,132+60.2% |
| Admin fee / account holder | $16 | $150-89.4% | $16,244-99.9% | $170-90.7% |