Filed May 18, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,088 | $48,230+22.5% | $67,502-12.5% | $80,856-26.9% |
| Participation rate | 84.9% | 66.4%+18.6pp | 72.9%+12.1pp | 67.6%+17.3pp |
| Annual return | 14.19% | 18.28%-4.1pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,507 | $2,020-25.4% | $2,731-44.8% | $2,755-45.3% |
| Participant deferral / active EE | $6,584 | $2,924+125.2% | $4,000+64.6% | $4,296+53.3% |
| Admin fee / account holder | $3 | $3,681-99.9% | $3,998-99.9% | $6,918-100.0% |