Filed January 20, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,645 |
Form 5500 reported that benefits due were not provided when due.
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 | $109,866 | $110,258-0.4% | $102,460+7.2% | $200,096-45.1% |
| Participation rate | 98.4% | 86.3%+12.1pp | 76.5%+21.9pp | 72.0%+26.3pp |
| Annual return | 29.42% | 35.78%-6.4pp | 29.47%-0.1pp | 34.26%-4.8pp |
| Employer contribution / active EE | $8,948 | $3,605+148.2% | $3,025+195.8% | $3,038+194.6% |
| Participant deferral / active EE | $21,740 | $6,377+240.9% | $5,056+330.0% | $5,090+327.1% |
| Admin fee / account holder | $13 | $122-89.6% | $9,460-99.9% | $269-95.3% |