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 | $12,009 |
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 | $73,431 | $104,544-29.8% | $96,534-23.9% | $80,157-8.4% |
| Participation rate | 98.9% | 86.4%+12.6pp | 76.0%+23.0pp | 72.9%+26.0pp |
| Annual return | 39.71% | 21.79%+17.9pp | 25.88%+13.8pp | 40.39%-0.7pp |
| Employer contribution / active EE | $12,182 | $3,527+245.4% | $2,965+310.8% | $2,977+309.2% |
| Participant deferral / active EE | $26,265 | $6,170+325.7% | $4,851+441.4% | $5,015+423.7% |
| Admin fee / account holder | $8 | $107-92.6% | $8,253-99.9% | $145-94.5% |