Filed November 2, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,053 |
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 | $42,879 | $37,117+15.5% | $147,617-71.0% | $55,191-22.3% |
| Participation rate | 85.3% | 63.6%+21.7pp | 84.6%+0.7pp | 69.2%+16.2pp |
| Annual return | -0.16% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $3,188 | $1,620+96.7% | $5,565-42.7% | $1,899+67.9% |
| Participant deferral / active EE | $1,774 | $1,985-10.6% | $4,895-63.8% | $3,046-41.8% |
| Admin fee / account holder | $24 | $86-71.7% | $11,611-99.8% | $91-73.3% |