Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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 | $84,353 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,161 | $56,095+41.1% | $178,510-55.7% | $90,274-12.3% |
| Participation rate | 72.7% | 65.6%+7.1pp | 81.9%-9.2pp | 73.4%-0.7pp |
| Annual return | 30.38% | 28.81%+1.6pp | 151.13%-120.7pp | 53.97%-23.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $3,091 | $2,669+15.8% | $5,202-40.6% | $4,231-26.9% |
| Admin fee / account holder | $38 | $101-61.8% | $13,988-99.7% | $114-66.3% |