Filed March 25, 2022 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$209,799 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,197 | $88,770+16.3% | $109,191-5.5% | $93,010+11.0% |
| Participation rate | 95.7% | 81.5%+14.2pp | 75.9%+19.9pp | 73.9%+21.8pp |
| Annual return | 16.07% | 60.64%-44.6pp | 25.76%-9.7pp | 158.70%-142.6pp |
| Employer contribution / active EE | $14,250 | $3,780+277.0% | $3,723+282.8% | $2,705+426.8% |
| Participant deferral / active EE | $6,606 | $3,630+82.0% | $4,653+42.0% | $4,561+44.8% |
| Admin fee / account holder | -$32 | $172-118.4% | $6,756-100.5% | $152-120.9% |