Filed August 6, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,842 |
Filed as: CAP TRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,974 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,519 | $67,512-75.5% | $185,823-91.1% | $93,030-82.2% |
| Participation rate | 94.6% | 67.1%+27.5pp | 81.7%+12.9pp | 73.9%+20.7pp |
| Annual return | 15.95% | 21.04%-5.1pp | 122.05%-106.1pp | 158.70%-142.8pp |
| Employer contribution / active EE | $545 | $1,783-69.5% | $5,167-89.5% | $2,706-79.9% |
| Participant deferral / active EE | $2,496 | $3,035-17.8% | $5,568-55.2% | $4,562-45.3% |
| Admin fee / account holder | $115 | $318-63.9% | $16,237-99.3% | $152-24.5% |