Filed September 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,794 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,141 | $45,000-4.1% | $143,797-70.0% | $77,906-44.6% |
| Participation rate | 74.9% | 66.8%+8.0pp | 80.3%-5.5pp | 73.7%+1.2pp |
| Annual return | -0.82% | 29.03%-29.8pp | -0.04%-0.8pp | 12.16%-13.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $10,314 | $3,157+226.7% | $5,638+82.9% | $4,805+114.6% |
| Admin fee / account holder | $14 | $98-86.2% | $14,679-99.9% | $133-89.7% |