Filed May 2, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & AS Service code 10 · EIN 36-4001764 | Accounting | $46,249 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 16 · EIN 35-0921680 | Consulting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,062 |
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 | $118,531 | $60,545+95.8% | $92,233+28.5% | $69,631+70.2% |
| Participation rate | 94.7% | 72.2%+22.6pp | 76.5%+18.3pp | 70.7%+24.1pp |
| Annual return | 18.34% | 19.71%-1.4pp | 176.28%-157.9pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $2,342 | $2,633-11.1% | $3,679-36.4% | $2,032+15.2% |
| Participant deferral / active EE | $7,353 | $2,828+160.1% | $3,897+88.7% | $3,224+128.1% |
| Admin fee / account holder | $145 | $145+0.4% | $5,194-97.2% | $110+31.7% |