Filed February 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $566,431 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,245 | $152,104-10.4% | $184,203-26.0% | $106,382+28.1% |
| Participation rate | 96.7% | 85.9%+10.8pp | 86.8%+9.8pp | 69.9%+26.8pp |
| Annual return | 18.32% | 20.70%-2.4pp | 28.81%-10.5pp | 17.37%+1.0pp |
| Employer contribution / active EE | $10,000 | $5,326+87.8% | $6,427+55.6% | $3,364+197.3% |
| Participant deferral / active EE | $9,776 | $8,559+14.2% | $9,131+7.1% | $5,569+75.6% |
| Admin fee / account holder | $29 | $103-72.0% | $13,901-99.8% | $79-63.7% |