Filed July 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,700 |
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 | $131,774 | $104,631+25.9% | $98,462+33.8% | $80,187+64.3% |
| Participation rate | 99.4% | 87.5%+11.9pp | 75.2%+24.2pp | 72.9%+26.5pp |
| Annual return | 24.83% | 34.72%-9.9pp | 21.20%+3.6pp | 40.40%-15.6pp |
| Employer contribution / active EE | $23,372 | $4,517+417.4% | $3,049+666.6% | $2,980+684.4% |
| Participant deferral / active EE | $20,471 | $6,545+212.8% | $4,738+332.0% | $5,016+308.1% |
| Admin fee / account holder | $7 | $105-93.3% | $8,875-99.9% | $145-95.2% |