Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,878 |
Form 5500 reported that benefits due were not provided when due.
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 | $66,259 | $58,202+13.8% | $172,757-61.6% | $89,609-26.1% |
| Participation rate | 86.1% | 72.8%+13.3pp | 82.6%+3.5pp | 69.6%+16.5pp |
| Annual return | 23.92% | 61.59%-37.7pp | 803.06%-779.1pp | 33.65%-9.7pp |
| Employer contribution / active EE | $2,358 | $1,759+34.1% | $5,144-54.2% | $2,584-8.8% |
| Participant deferral / active EE | $3,376 | $3,335+1.2% | $5,198-35.1% | $4,222-20.0% |
| Admin fee / account holder | -$4 | $53-107.3% | $13,956-100.0% | $72-105.4% |