Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,590 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $96,524-100.0% | $75,906-100.0% | $152,914-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.3%-69.3pp | 82.5%-82.5pp |
| Annual return | -121.45% | 33.93%-155.4pp | 30.73%-152.2pp | 345.48%-466.9pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |