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 | $122,450 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,650 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,300 |
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 | $16,014 | $50,151-68.1% | $149,696-89.3% | $80,157-80.0% |
| Participation rate | 97.9% | 64.3%+33.6pp | 78.8%+19.1pp | 72.9%+24.9pp |
| Annual return | 22.04% | 29.80%-7.8pp | 134.46%-112.4pp | 40.39%-18.3pp |
| Employer contribution / active EE | $868 | $1,867-53.5% | $4,821-82.0% | $2,977-70.8% |
| Participant deferral / active EE | $2,749 | $3,194-13.9% | $5,682-51.6% | $5,015-45.2% |
| Admin fee / account holder | $94 | $153-38.2% | $13,212-99.3% | $145-35.0% |