Filed December 3, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $163,445 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,000 |
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 | $45,926 | $136,266-66.3% | $90,760-49.4% | $77,906-41.0% |
| Participation rate | 97.1% | 86.6%+10.4pp | 75.7%+21.4pp | 73.7%+23.4pp |
| Annual return | -12.97% | -11.32%-1.6pp | -12.16%-0.8pp | 12.16%-25.1pp |
| Employer contribution / active EE | $2,769 | $4,215-34.3% | $2,922-5.2% | $2,846-2.7% |
| Participant deferral / active EE | $5,011 | $6,353-21.1% | $4,565+9.8% | $4,805+4.3% |
| Admin fee / account holder | $124 | $399-69.0% | $8,444-98.5% | $133-6.8% |