Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,982 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,075 | $63,964-65.5% | $147,618-85.0% | $67,505-67.3% |
| Participation rate | 85.0% | 68.6%+16.4pp | 84.6%+0.3pp | 71.2%+13.8pp |
| Annual return | 1.42% | 9.05%-7.6pp | 61.98%-60.6pp | 6.52%-5.1pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $3,391 | $2,589+31.0% | $4,895-30.7% | $3,597-5.7% |
| Admin fee / account holder | $16 | $43-62.7% | $11,612-99.9% | $56-71.6% |