Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,635 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $39,353 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,685 | $95,417-61.6% | $135,974-73.0% | $74,460-50.7% |
| Participation rate | 95.5% | 78.2%+17.3pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 19.89% | 32.76%-12.9pp | 68.30%-48.4pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,872 | $3,878-51.7% | $4,859-61.5% | $2,638-29.0% |
| Participant deferral / active EE | $5,696 | $7,789-26.9% | $7,760-26.6% | $4,530+25.8% |
| Admin fee / account holder | $149 | $266-43.9% | $10,767-98.6% | $348-57.1% |