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 | $106,247-50.6% | $147,096-64.3% | $77,714-32.4% |
| Participation rate | 82.0% | 78.4%+3.6pp | 82.2%-0.2pp | 70.6%+11.4pp |
| Annual return | 29.42% | 56.87%-27.4pp | 419.75%-390.3pp | 31.26%-1.8pp |
| Employer contribution / active EE | $2,436 | $4,069-40.1% | $4,936-50.7% | $2,727-10.7% |
| Participant deferral / active EE | $7,967 | $7,996-0.4% | $8,071-1.3% | $4,649+71.4% |
| Admin fee / account holder | $5 | $338-98.6% | $13,005-100.0% | $433-98.9% |