Filed August 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $18,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $612 |
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 | $63,013 | $52,406+20.2% | $129,207-51.2% | $74,495-15.4% |
| Participation rate | 95.3% | 53.8%+41.5pp | 69.6%+25.7pp | 67.2%+28.1pp |
| Annual return | 14.95% | 15.66%-0.7pp | 9417.33%-9402.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,019 | $1,531+97.3% | $4,153-27.3% | $2,623+15.1% |
| Participant deferral / active EE | $7,424 | $2,794+165.7% | $4,168+78.1% | $4,346+70.8% |
| Admin fee / account holder | $125 | $2,633-95.2% | $7,715-98.4% | $1,942-93.5% |