Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $525,820 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $143,750 |
JONES & ROTH, PC1 year Service code 10 · EIN 93-0819646 | Accounting | $20,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,491 | $159,391-75.2% | $102,460-61.5% | $99,313-60.2% |
| Participation rate | 94.1% | 88.6%+5.6pp | 76.5%+17.6pp | 71.7%+22.4pp |
| Annual return | 14.20% | 19.03%-4.8pp | 29.47%-15.3pp | 17.67%-3.5pp |
| Employer contribution / active EE | $2,493 | $4,207-40.7% | $3,025-17.6% | $3,264-23.6% |
| Participant deferral / active EE | $4,598 | $7,498-38.7% | $5,056-9.1% | $5,346-14.0% |
| Admin fee / account holder | $68 | $159-57.0% | $9,460-99.3% | $109-37.3% |