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 | $117,818 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,002 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,719 | $45,000-69.5% | $143,797-90.5% | $77,906-82.4% |
| Participation rate | 95.2% | 66.8%+28.4pp | 80.3%+14.9pp | 73.7%+21.5pp |
| Annual return | -16.66% | 29.03%-45.7pp | -0.04%-16.6pp | 12.16%-28.8pp |
| Employer contribution / active EE | $748 | $1,870-60.0% | $4,952-84.9% | $2,846-73.7% |
| Participant deferral / active EE | $2,647 | $3,157-16.1% | $5,638-53.0% | $4,805-44.9% |
| Admin fee / account holder | $102 | $98+4.1% | $14,679-99.3% | $133-22.8% |