Filed August 10, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-3638035 | Consulting | $151,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$461,469 |
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 | $225,813 | $107,415+110.2% | $135,998+66.0% | $80,187+181.6% |
| Participation rate | 96.8% | 78.0%+18.7pp | 81.9%+14.8pp | 72.9%+23.8pp |
| Annual return | 23.51% | 91.99%-68.5pp | 68.37%-44.9pp | 40.40%-16.9pp |
| Employer contribution / active EE | $12,888 | $3,878+232.3% | $4,860+165.2% | $2,980+332.5% |
| Participant deferral / active EE | $16,845 | $8,189+105.7% | $7,761+117.1% | $5,016+235.8% |
| Admin fee / account holder | $0 | $127-100.0% | $10,769-100.0% | $145-100.0% |