Filed January 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,973 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 10 · EIN 26-0058143 | Accounting | $71,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,439 | $331,159+6.4% | $112,887+212.2% | $74,419+373.6% |
| Participation rate | 98.9% | 81.4%+17.5pp | 80.5%+18.4pp | 70.7%+28.2pp |
| Annual return | 21.47% | 21.62%-0.1pp | 34.10%-12.6pp | 34.38%-12.9pp |
| Employer contribution / active EE | $9,186 | $5,469+68.0% | $4,563+101.3% | $2,637+248.3% |
| Participant deferral / active EE | $15,209 | $8,097+87.8% | $6,513+133.5% | $4,528+235.9% |
| Admin fee / account holder | $209 | $281-25.5% | $7,047-97.0% | $348-39.8% |