Filed October 12, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 13-2638166 | Other Commissions | $27,081 |
Service code 55 · EIN 35-2552359 | Other Commissions | $6,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,144 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,222 | $69,305-50.6% | $82,312-58.4% | $69,631-50.9% |
| Participation rate | 85.2% | 80.3%+5.0pp | 76.9%+8.3pp | 70.7%+14.5pp |
| Annual return | 22.60% | 21.47%+1.1pp | 25.88%-3.3pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $408 | $1,887-78.4% | $2,428-83.2% | $2,032-79.9% |
| Participant deferral / active EE | $6,618 | $3,568+85.5% | $3,706+78.6% | $3,224+105.3% |
| Admin fee / account holder | $4 | $97-95.6% | $5,608-99.9% | $110-96.2% |