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 | $2,865 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,589 | $130,052-73.4% | $86,698-60.1% | $77,906-55.6% |
| Participation rate | 98.5% | 85.9%+12.6pp | 76.6%+21.9pp | 73.7%+24.8pp |
| Annual return | 0.00% | -12.73%+12.7pp | 35.95%-35.9pp | 12.16%-12.2pp |
| Employer contribution / active EE | $7,915 | $3,214+146.3% | $2,837+179.0% | $2,846+178.1% |
| Participant deferral / active EE | $18,400 | $5,741+220.5% | $4,656+295.2% | $4,805+282.9% |
| Admin fee / account holder | $2 | $132-98.7% | $7,493-100.0% | $133-98.7% |