Filed December 2, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,497 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $39,821 | $37,213+7.0% | $156,551-74.6% | $63,975-37.8% |
| Participation rate | 73.5% | 65.0%+8.5pp | 84.0%-10.5pp | 71.1%+2.4pp |
| Annual return | 8.03% | 47.89%-39.9pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,685 | $1,357+24.2% | $5,501-69.4% | $2,182-22.8% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$2 | $56-104.0% | $13,028-100.0% | $70-103.2% |