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 | $110,282-0.4% | $102,423+7.3% | $199,921-45.0% |
| Participation rate | 98.4% | 86.3%+12.1pp | 76.5%+21.9pp | 72.0%+26.4pp |
| Annual return | 29.42% | 35.75%-6.3pp | 29.42%0pp | 34.28%-4.9pp |
| Employer contribution / active EE | $8,948 | $3,603+148.3% | $3,023+196.0% | $3,035+194.8% |
| Participant deferral / active EE | $21,740 | $6,376+240.9% | $5,054+330.1% | $5,089+327.2% |
| Admin fee / account holder | $13 | $122-89.6% | $9,455-99.9% | $269-95.3% |