Filed August 6, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,519 |
MRA ASSOCIATES USA LLC2 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $42,784 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,197 | $62,928-72.7% | $172,753-90.0% | $67,582-74.6% |
| Participation rate | 93.6% | 64.5%+29.1pp | 82.6%+10.9pp | 71.3%+22.3pp |
| Annual return | 20.42% | 30.36%-9.9pp | 803.00%-782.6pp | 378.57%-358.2pp |
| Employer contribution / active EE | $592 | $1,636-63.8% | $5,144-88.5% | $2,148-72.4% |
| Participant deferral / active EE | $2,104 | $2,145-1.9% | $5,198-59.5% | $3,539-40.6% |
| Admin fee / account holder | $135 | $167-19.1% | $13,956-99.0% | $142-5.3% |