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 | $101,499-8.4% | $147,005-36.7% | $74,546+24.7% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.5pp | 67.2%+23.4pp |
| Annual return | 18.44% | 8732.34%-8713.9pp | 418.76%-400.3pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $7,447 | $3,811+95.4% | $4,934+50.9% | $2,624+183.8% |
| Participant deferral / active EE | $18,470 | $7,304+152.9% | $8,070+128.9% | $4,347+324.8% |
| Admin fee / account holder | -$4 | $1,748-100.2% | $13,006-100.0% | $1,944-100.2% |