Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,356 |
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 | $51,972 | $63,964-18.7% | $147,618-64.8% | $67,505-23.0% |
| Participation rate | 97.7% | 68.6%+29.2pp | 84.6%+13.1pp | 71.2%+26.5pp |
| Annual return | 0.40% | 9.05%-8.7pp | 61.98%-61.6pp | 6.52%-6.1pp |
| Employer contribution / active EE | $3,695 | $1,618+128.4% | $5,564-33.6% | $2,173+70.1% |
| Participant deferral / active EE | $3,996 | $2,589+54.4% | $4,895-18.4% | $3,597+11.1% |
| Admin fee / account holder | $11 | $43-74.2% | $11,612-99.9% | $56-80.4% |