Filed May 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,803 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,445 | $58,264+547.8% | $86,617+335.8% | $71,495+427.9% |
| Participation rate | 97.0% | 65.0%+32.0pp | 71.7%+25.3pp | 67.9%+29.1pp |
| Annual return | 21.04% | 21.63%-0.6pp | 591.91%-570.9pp | 28.85%-7.8pp |
| Employer contribution / active EE | $25,167 | $2,574+877.8% | $3,023+732.4% | $2,589+871.9% |
| Participant deferral / active EE | $15,681 | $3,436+356.4% | $4,437+253.4% | $4,291+265.5% |
| Admin fee / account holder | $91 | $1,057-91.4% | $5,613-98.4% | $1,588-94.3% |