Filed September 22, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,138 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,795 | $63,768+58.1% | $98,483+2.3% | $79,391+27.0% |
| Participation rate | 72.1% | 69.9%+2.3pp | 73.3%-1.2pp | 70.7%+1.4pp |
| Annual return | 17.79% | 626.18%-608.4pp | 1494.38%-1476.6pp | 116.88%-99.1pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,018 | $3,305+82.1% | $4,276+40.7% | $4,046+48.7% |
| Admin fee / account holder | -$23 | $516-104.4% | $5,953-100.4% | $627-103.6% |