Filed September 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $238,257 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,602 | $104,631+33.4% | $98,462+41.8% | $80,187+74.1% |
| Participation rate | 96.7% | 87.5%+9.2pp | 75.2%+21.5pp | 72.9%+23.8pp |
| Annual return | 71.72% | 34.72%+37.0pp | 21.20%+50.5pp | 40.40%+31.3pp |
| Employer contribution / active EE | $5,362 | $4,517+18.7% | $3,049+75.9% | $2,980+79.9% |
| Participant deferral / active EE | $9,825 | $6,545+50.1% | $4,738+107.4% | $5,016+95.9% |
| Admin fee / account holder | $41 | $105-60.6% | $8,875-99.5% | $145-71.5% |