Filed November 2, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,752 |
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 | $55,051 | $46,173+19.2% | $170,439-67.7% | $69,631-20.9% |
| Participation rate | 89.9% | 63.9%+26.0pp | 83.6%+6.3pp | 70.7%+19.2pp |
| Annual return | 18.90% | 21.62%-2.7pp | 205.94%-187.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $2,216 | $1,610+37.7% | $5,433-59.2% | $2,032+9.1% |
| Participant deferral / active EE | $1,997 | $2,080-4.0% | $4,939-59.6% | $3,224-38.1% |
| Admin fee / account holder | $21 | $116-81.6% | $13,881-99.8% | $110-80.7% |