Filed June 15, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,264 |
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 | $32,558 | $47,126-30.9% | $149,673-78.2% | $74,419-56.2% |
| Participation rate | 94.6% | 63.4%+31.2pp | 78.8%+15.9pp | 70.7%+23.9pp |
| Annual return | 25.45% | 22.75%+2.7pp | 134.42%-109.0pp | 34.38%-8.9pp |
| Employer contribution / active EE | $3,156 | $1,905+65.6% | $4,818-34.5% | $2,637+19.7% |
| Participant deferral / active EE | $6,249 | $2,728+129.1% | $5,680+10.0% | $4,528+38.0% |
| Admin fee / account holder | $21 | $343-93.9% | $13,210-99.8% | $348-94.0% |