Filed March 17, 2023
Total covered: 19 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,539-8.4% | $147,041-36.8% | $74,400+25.0% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.5pp | 67.2%+23.4pp |
| Annual return | 18.44% | 8740.84%-8722.4pp | 419.21%-400.8pp | 1367.51%-1349.1pp |
| Employer contribution / active EE | $7,447 | $3,811+95.4% | $4,935+50.9% | $2,624+183.7% |
| Participant deferral / active EE | $18,470 | $7,304+152.9% | $8,071+128.8% | $4,348+324.8% |
| Admin fee / account holder | -$4 | $1,749-100.2% | $13,006-100.0% | $1,944-100.2% |