OnlyBoth : Benchmarking Nanshan America AAT Retirement Plan in Lafayette, IN

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Benchmarking Nanshan America AAT Retirement Plan in Lafayette, IN against

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Nanshan America AAT Retirement Plan in Lafayette, IN has the 5th-most participant loans as a percentage of plan assets (4.44%) among the 118 plans within 50 miles. That 4.44% compares to an average of 1.07% across those 118 plans.

Reaching the average of 1.07% would imply a savings of $216,350 in participant loans.

Note: participant loans as a percentage of plan assets =
(100 * participant loans) ÷ total assets

Nanshan America AAT Retirement Plan has these standings among those 118 peer plans:

participant loans as a percentage of plan assets = 4.44% (5th-most)

participant loans = $284,815 (the most)

total assets = $6,418,602 (31st-most)

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Peers

better than Talbert Manufacturing, Inc. Bargaining Unit Employees' 401(K) Plan in Rensselaer, IN (7.09%), Id Castings, LLC 401(K) Plan in Noblesville, IN (5.68%), Right Steps Child Development Centers 401(K) Plan in Lafayette, IN (5.61%), and Standard Locknut, LLC Incentive Savings Plan in Westfield, IN (4.60%).

exceeded Bone Dry Roofing 401(K) Trust Plan in Indianapolis, IN (4.38%), Chiyoda USA Corp Associate 401(K) Retirement Plan in Greencastle, IN (3.87%), Berry-It Inc in Kokomo, IN (3.62%), and Precision Products Group, Inc. Retirement Plan in Carmel, IN (3.41%), and 109 others, ending with Salud Revenue Partners LLC 401(K) Plan in West Lafayette, IN (0.00%).

References

participant loans as a percentage of plan assets. Lower values are better. Participant loans as a percentage of plan assets equals participant loans, Line 1c(8) from Schedule H, divided by total assets, Line 1f(b) from Schedule H, times 100. A high value may indicate excessive borrowing from participants' retirement accounts. To qualify for participant loans as a percentage of plan assets, the number of total assets must be at least $50,000. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.

Profile

Nanshan America AAT Retirement Plan in Lafayette, IN is in Indiana, its EIN is 274667976, its industry group is Alumina and Aluminum Production and Processing, its plan administrator is Rebecca Kroeger, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 331310, has 100 to 499 total participants, is better than the overall plan medians in each of total income, net income, yield on beginning-of-plan-year total assets, and diversity of asset types (4 total), is better than the overall participant averages in each of net income per total participant, employer contributions per active participant, and total administrative expense per participant, and is lower than the overall administrative medians in each of contract administrator fees, total administrative expenses, and total administrative expense ratio.

Numeric values:

total assets at beginning of plan year ($6,943,055)
total assets ($6,418,602)
net assets (assets minus liabilities) ($6.40M)
value of interest in registered investment companies (e.g., mutual funds) ($5.90M)
total contributions ($1,455,274)
total expenses ($832,240)
cash contributions from participants ($745,916)
cash contributions from employers ($585,443)
total income ($307,787)
participant loans ($284,815)
value of funds held in insurance company general account (unallocated contracts) ($249,648)
average account balance ($20,976)
other administrative expenses ($10,638)
total administrative expenses ($10,638)
average employer+participant cash contribution per active participant ($5,201)
average participant cash contribution per active participant ($2,914)
average employer cash contribution per active participant ($2,287)
total administrative expense per participant ($34.76)
total noninterest-bearing cash ($0)
receivables employer contributions ($0)
receivables participant contributions ($0)
other receivables (not employer nor participant contributions) ($0)
interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
U.S. government securities ($0.0K)
corporate debt instruments (preferred & other than employer securities) ($0)
corporate debt instruments (below preferred & other than employer securities) ($0)
corporate preferred stocks (other than employer securities) ($0)
corporate common stocks (other than employer securities) ($0)
partnership/joint venture interests ($0)
real estate (other than employer real property) ($0)
loans (other than to participants) ($0)
value of interest in common/collective trusts ($0)
value of interest in pooled separate accounts ($0)
value of interest in master trust investment accounts ($0.0K)
value of interest in 103-12 investment entities ($0)
other general investments ($0)
employer-related securities investments ($0)
employer-related real-property investments ($0)
buildings and other property used in plan operation ($0)
total liabilities ($0)
corrective distributions ($0)
professional fees ($0)
contract administrator fees ($0)
investment advisory and management fees ($0)
asset transfers to the plan ($0)
asset transfers from the plan ($0)
net income per total participant (-$1,714)
net income (-$524,453)
earnings on investments (-$1,149,183)
net earnings on investments (-$1,149,183)
percentage of active participants (83.7%)
diversity of asset types (10.8%)
participant loans as a percentage of plan assets (4.44%)
total administrative expense ratio (0.170%)
total cash as a percentage of plan assets (0.00%)
employer securities as a percentage of plan assets (0.00%)
growth in total assets during the plan year (-7.6%)
yield on beginning-of-plan-year total assets (-16.55%)
active participants (256)
deceased participants whose beneficiaries receive or are entitled to benefits (0)
living participants (306)
other retired or separated participants entitled to future benefits (50)
retired or separated participants receiving benefits (0)
total participants (306)

Global References

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	in state
	other administrative expenses
	within 50 miles
	whose economic sector is
	whose industry group is
	participant loans as a percentage of plan assets

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Benchmarking Nanshan America AAT Retirement Plan in Lafayette, IN against

most-similar plans

a group of plans you select