Filed June 29, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,646 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,813 | $46,100+149.1% | $86,590+32.6% | $69,631+64.9% |
| Participation rate | 99.2% | 67.2%+32.0pp | 73.5%+25.6pp | 70.7%+28.5pp |
| Annual return | 21.51% | 21.02%+0.5pp | 964.84%-943.3pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $3,628 | $1,850+96.1% | $2,839+27.8% | $2,032+78.5% |
| Participant deferral / active EE | $8,507 | $2,432+249.8% | $3,609+135.7% | $3,224+163.9% |
| Admin fee / account holder | $7 | $94-92.5% | $4,906-99.9% | $110-93.7% |