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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,866 | $110,299-0.4% | $102,423+7.3% | $199,593-45.0% |
| Participation rate | 98.4% | 86.3%+12.1pp | 76.5%+21.9pp | 72.0%+26.4pp |
| Annual return | 29.42% | 35.73%-6.3pp | 29.32%+0.1pp | 34.25%-4.8pp |
| Employer contribution / active EE | $8,948 | $3,603+148.3% | $3,023+196.0% | $3,034+194.9% |
| Participant deferral / active EE | $21,740 | $6,376+241.0% | $5,053+330.2% | $5,087+327.4% |
| Admin fee / account holder | $13 | $122-89.6% | $9,451-99.9% | $269-95.3% |