Filed July 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,875 |
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 | $83,122 | $136,266-39.0% | $90,767-8.4% | $77,906+6.7% |
| Participation rate | 99.2% | 86.6%+12.5pp | 75.7%+23.5pp | 73.7%+25.5pp |
| Annual return | 1.98% | -11.32%+13.3pp | -12.16%+14.1pp | 12.16%-10.2pp |
| Employer contribution / active EE | $20,261 | $4,215+380.7% | $2,922+593.4% | $2,846+611.8% |
| Participant deferral / active EE | $16,771 | $6,353+164.0% | $4,565+267.4% | $4,805+249.0% |
| Admin fee / account holder | $5 | $399-98.7% | $8,445-99.9% | $133-96.0% |