Filed July 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,240 |
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 | $156,287 | $112,582+38.8% | $105,608+48.0% | $199,921-21.8% |
| Participation rate | 98.2% | 86.3%+11.9pp | 75.3%+22.9pp | 72.0%+26.2pp |
| Annual return | 20.39% | 15.58%+4.8pp | 116.50%-96.1pp | 34.28%-13.9pp |
| Employer contribution / active EE | $20,437 | $4,580+346.2% | $3,167+545.3% | $3,035+573.3% |
| Participant deferral / active EE | $18,618 | $6,655+179.8% | $5,010+271.7% | $5,089+265.9% |
| Admin fee / account holder | $10 | $107-90.4% | $11,028-99.9% | $269-96.2% |