Filed August 10, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-3638035 | Consulting | $148,668 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$505,674 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,392 | $95,388+120.6% | $125,401+67.8% | $77,906+170.1% |
| Participation rate | 96.6% | 78.6%+18.0pp | 82.4%+14.2pp | 73.7%+22.9pp |
| Annual return | -6.91% | 116.19%-123.1pp | 572.53%-579.4pp | 12.16%-19.1pp |
| Employer contribution / active EE | $13,410 | $3,666+265.8% | $4,816+178.5% | $2,846+371.1% |
| Participant deferral / active EE | $17,210 | $7,711+123.2% | $7,448+131.1% | $4,805+258.2% |
| Admin fee / account holder | $0 | $119-100.0% | $10,008-100.0% | $133-100.0% |