Filed December 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,521 | $106,264-50.6% | $147,117-64.3% | $77,762-32.5% |
| Participation rate | 82.0% | 78.4%+3.6pp | 82.2%-0.2pp | 70.6%+11.4pp |
| Annual return | 29.42% | 56.94%-27.5pp | 420.54%-391.1pp | 31.27%-1.8pp |
| Employer contribution / active EE | $2,436 | $4,074-40.2% | $4,932-50.6% | $2,728-10.7% |
| Participant deferral / active EE | $7,967 | $8,003-0.5% | $8,065-1.2% | $4,651+71.3% |
| Admin fee / account holder | $5 | $334-98.6% | $12,993-100.0% | $433-98.9% |