Filed June 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,023 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,068 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $152,739 | $60,128+154.0% | $90,440+68.9% | $79,852+91.3% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.2pp |
| Annual return | 21.51% | 71.95%-50.4pp | 1294.38%-1272.9pp | 31.72%-10.2pp |
| Employer contribution / active EE | $11,385 | $2,068+450.4% | $3,263+248.9% | $2,471+360.7% |
| Participant deferral / active EE | $9,157 | $2,939+211.6% | $3,964+131.0% | $3,740+144.8% |
| Admin fee / account holder | $313 | $3,977-92.1% | $5,615-94.4% | $5,306-94.1% |