Filed May 23, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,412 |
Service code 10 · EIN 25-1408703 | Accounting | $18,585 |
IVINS, PHILLIPS & BARKER1 year Service code 29 · EIN 52-1229560 | Legal | $8,382 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,274 | $92,488-48.9% | $69,779-32.3% | $65,292-27.6% |
| Participation rate | 78.4% | 81.7%-3.3pp | 71.8%+6.6pp | 72.4%+5.9pp |
| Annual return | 330.02% | 20.13%+309.9pp | 12.99%+317.0pp | 11.84%+318.2pp |
| Employer contribution / active EE | $396 | $3,198-87.6% | $2,338-83.1% | $2,302-82.8% |
| Participant deferral / active EE | $777 | $4,112-81.1% | $2,931-73.5% | $3,579-78.3% |
| Admin fee / account holder | $23 | $58-60.5% | $4,381-99.5% | $57-59.7% |