Filed April 28, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,820 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $17,771 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,762 | $78,562+151.7% | $105,608+87.3% | $74,429+165.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 15.66% | 15.94%-0.3pp | 116.50%-100.8pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $9,068 | $2,521+259.7% | $3,167+186.3% | $2,625+245.5% |
| Participant deferral / active EE | $11,984 | $4,321+177.3% | $5,010+139.2% | $4,348+175.6% |
| Admin fee / account holder | $194 | $2,217-91.2% | $11,028-98.2% | $1,944-90.0% |