Filed October 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,485 |
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 | $136,167 | $122,128+11.5% | $147,080-7.4% | $199,960-31.9% |
| Participation rate | 93.8% | 78.2%+15.6pp | 82.2%+11.6pp | 72.0%+21.8pp |
| Annual return | 17.78% | 30.58%-12.8pp | 420.17%-402.4pp | 34.28%-16.5pp |
| Employer contribution / active EE | $6,811 | $4,093+66.4% | $4,933+38.1% | $3,036+124.4% |
| Participant deferral / active EE | $17,279 | $8,484+103.7% | $8,066+114.2% | $5,087+239.7% |
| Admin fee / account holder | $2 | $180-98.9% | $12,989-100.0% | $269-99.3% |