Filed April 29, 2021 (most recent of 2 filings on file)
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,069 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,248 | $46,332+8.5% | $143,797-65.1% | $64,824-22.5% |
| Participation rate | 50.2% | 64.2%-14.1pp | 80.3%-30.2pp | 71.5%-21.3pp |
| Annual return | -17.13% | -10.05%-7.1pp | -0.04%-17.1pp | 32.84%-50.0pp |
| Employer contribution / active EE | $1,322 | $1,911-30.8% | $4,952-73.3% | $2,507-47.3% |
| Participant deferral / active EE | $2,718 | $2,647+2.7% | $5,638-51.8% | $4,311-37.0% |
| Admin fee / account holder | -$9 | $154-105.9% | $14,679-100.1% | $188-104.9% |