Filed May 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL1+ years Service code 55 · EIN 11-3018002 | Other Commissions | $15,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,749 | $46,722-29.9% | $130,648-74.9% | $65,185-49.8% |
| Participation rate | 32.0% | 60.9%-28.9pp | 71.7%-39.7pp | 70.2%-38.2pp |
| Annual return | 19.27% | 24.17%-4.9pp | 1708.96%-1689.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $463 | $1,488-68.8% | $4,092-88.7% | $2,177-78.7% |
| Participant deferral / active EE | $1,192 | $2,545-53.2% | $3,603-66.9% | $3,514-66.1% |
| Admin fee / account holder | $11 | $453-97.6% | $5,464-99.8% | $847-98.7% |