Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $218,360 |
ASCENSUS LLC3 years Filed as: CAPFINANCIAL PARTERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $90,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,235 | $160,882+47.5% | $200,582+18.3% | $102,872+130.6% |
| Participation rate | 99.0% | 91.2%+7.8pp | 86.9%+12.1pp | 73.0%+26.0pp |
| Annual return | 17.21% | 18.15%-0.9pp | 42.33%-25.1pp | 19.06%-1.9pp |
| Employer contribution / active EE | $4,492 | $5,602-19.8% | $6,419-30.0% | $3,526+27.4% |
| Participant deferral / active EE | $11,547 | $9,300+24.2% | $9,331+23.7% | $5,535+108.6% |
| Admin fee / account holder | $85 | $125-31.8% | $16,305-99.5% | $292-70.9% |