Filed April 28, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,225 |
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 | $147,359 | $72,639+102.9% | $90,766+62.4% | $66,949+120.1% |
| Participation rate | 96.6% | 73.7%+22.9pp | 75.7%+20.9pp | 69.8%+26.8pp |
| Annual return | -13.83% | -12.28%-1.6pp | -12.16%-1.7pp | 1.57%-15.4pp |
| Employer contribution / active EE | $7,527 | $2,369+217.7% | $2,922+157.6% | $2,545+195.7% |
| Participant deferral / active EE | $9,913 | $3,979+149.2% | $4,565+117.2% | $4,239+133.9% |
| Admin fee / account holder | $22 | $708-96.9% | $8,446-99.7% | $594-96.3% |