Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2 years Service code 16 · EIN 71-1036677 | Consulting | $55,308 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 16 · EIN 36-6055558 | Consulting | $50,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$290,439 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,350 | $96,458+81.8% | $136,298+28.7% | $77,958+124.9% |
| Participation rate | 95.0% | 75.4%+19.6pp | 81.9%+13.0pp | 71.6%+23.3pp |
| Annual return | 22.09% | 23.78%-1.7pp | 5156.27%-5134.2pp | 20.87%+1.2pp |
| Employer contribution / active EE | $10,480 | $3,144+233.4% | $4,696+123.2% | $2,310+353.6% |
| Participant deferral / active EE | $13,715 | $5,902+132.4% | $6,247+119.5% | $3,537+287.8% |
| Admin fee / account holder | $55 | $80-31.9% | $9,244-99.4% | $97-43.7% |