Filed April 28, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,483 |
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 | $199,236 | $71,534+178.5% | $98,462+102.3% | $71,529+178.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 20.71% | 32.44%-11.7pp | 21.17%-0.5pp | 28.97%-8.3pp |
| Employer contribution / active EE | $9,254 | $2,399+285.7% | $3,049+203.5% | $2,590+257.3% |
| Participant deferral / active EE | $11,606 | $4,109+182.5% | $4,738+144.9% | $4,291+170.5% |
| Admin fee / account holder | $143 | $1,677-91.5% | $8,875-98.4% | $1,588-91.0% |