Filed July 26, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,147 |
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 | $91,786 | $63,924+43.6% | $108,582-15.5% | $55,167+66.4% |
| Participation rate | 71.9% | 74.3%-2.5pp | 79.6%-7.7pp | 69.0%+2.9pp |
| Annual return | 11.69% | 15.31%-3.6pp | -51.70%+63.4pp | 169.23%-157.5pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,639 | $3,067+51.3% | $4,311+7.6% | $3,054+51.9% |
| Admin fee / account holder | $14 | $618-97.8% | $7,645-99.8% | $504-97.3% |