Filed October 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,134 |
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 | $164,218 | $150,541+9.1% | $145,433+12.9% | $103,975+57.9% |
| Participation rate | 95.6% | 81.1%+14.5pp | 82.1%+13.5pp | 72.5%+23.1pp |
| Annual return | 20.49% | 20.73%-0.2pp | 66.58%-46.1pp | 19.41%+1.1pp |
| Employer contribution / active EE | $7,264 | $5,177+40.3% | $4,554+59.5% | $3,722+95.1% |
| Participant deferral / active EE | $20,644 | $9,456+118.3% | $7,897+161.4% | $5,343+286.4% |
| Admin fee / account holder | $51 | $165-68.9% | $13,129-99.6% | $332-84.6% |