Filed May 4, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,763 | $87,621-22.7% | $86,436-21.6% | $77,904-13.0% |
| Participation rate | 87.4% | 85.8%+1.6pp | 80.3%+7.1pp | 73.7%+13.7pp |
| Annual return | -11.67% | -13.90%+2.2pp | 4394.89%-4406.6pp | 12.21%-23.9pp |
| Employer contribution / active EE | $7,847 | $3,474+125.9% | $3,769+108.2% | $2,848+175.6% |
| Participant deferral / active EE | $16,898 | $8,645+95.5% | $6,952+143.1% | $4,806+251.6% |
| Admin fee / account holder | $3 | $85-97.0% | $6,731-100.0% | $133-98.1% |