Filed December 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,103 |
SEE ATTACHED2 years Filed as: SEE DESC Service code 16 · EIN 72-1396621 | Consulting | $13,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,760 | $81,537-57.4% | $149,721-76.8% | $69,631-50.1% |
| Participation rate | 92.1% | 86.1%+5.9pp | 87.1%+5.0pp | 70.7%+21.4pp |
| Annual return | 18.42% | 22.79%-4.4pp | 1501.67%-1483.3pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $934 | $3,239-71.1% | $5,444-82.8% | $2,032-54.0% |
| Participant deferral / active EE | $2,693 | $4,994-46.1% | $6,568-59.0% | $3,224-16.5% |
| Admin fee / account holder | $93 | $107-12.7% | $11,282-99.2% | $110-15.5% |