Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,120 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,873 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $19,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,401 | $82,202-65.5% | $125,339-77.3% | $64,808-56.2% |
| Participation rate | 96.8% | 77.9%+18.9pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | -17.85% | 3.48%-21.3pp | 572.05%-589.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,557 | $3,615-56.9% | $4,814-67.6% | $2,506-37.9% |
| Participant deferral / active EE | $5,064 | $7,175-29.4% | $7,446-32.0% | $4,310+17.5% |
| Admin fee / account holder | $175 | $163+7.5% | $10,010-98.2% | $188-6.6% |