Filed June 15, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,271 |
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 | $24,527 | $46,292-47.0% | $143,757-82.9% | $64,808-62.2% |
| Participation rate | 92.7% | 64.2%+28.5pp | 80.3%+12.4pp | 71.5%+21.2pp |
| Annual return | -15.47% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,201 | $1,910+67.6% | $4,951-35.3% | $2,506+27.8% |
| Participant deferral / active EE | $6,214 | $2,646+134.9% | $5,637+10.2% | $4,310+44.2% |
| Admin fee / account holder | $22 | $154-86.0% | $14,673-99.9% | $188-88.5% |