Filed March 17, 2023
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,470 |
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 | $92,996 | $101,653-8.5% | $147,080-36.8% | $74,459+24.9% |
| Participation rate | 90.6% | 75.6%+15.1pp | 82.2%+8.5pp | 67.2%+23.4pp |
| Annual return | 18.44% | 8754.98%-8736.5pp | 420.17%-401.7pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $7,447 | $3,813+95.3% | $4,933+50.9% | $2,626+183.6% |
| Participant deferral / active EE | $18,470 | $7,304+152.9% | $8,066+129.0% | $4,350+324.6% |
| Admin fee / account holder | -$4 | $1,752-100.2% | $12,989-100.0% | $1,945-100.2% |