Filed March 24, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,831 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,500 | $78,485+118.5% | $106,213+61.5% | $74,495+130.2% |
| Participation rate | 93.6% | 72.8%+20.8pp | 75.3%+18.3pp | 67.2%+26.4pp |
| Annual return | 14.04% | 15.95%-1.9pp | 116.14%-102.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,279 | $2,523+109.3% | $3,171+66.5% | $2,623+101.3% |
| Participant deferral / active EE | $10,255 | $4,322+137.2% | $5,016+104.4% | $4,346+136.0% |
| Admin fee / account holder | -$186 | $2,232-108.3% | $11,033-101.7% | $1,942-109.6% |