Filed September 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,803 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,899 | $61,052+179.9% | $142,863+19.6% | $79,386+115.3% |
| Participation rate | 91.0% | 60.1%+30.9pp | 71.9%+19.1pp | 70.7%+20.3pp |
| Annual return | 14.13% | 16.02%-1.9pp | 5637.54%-5623.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $4,443 | $1,481+200.1% | $4,144+7.2% | $2,427+83.0% |
| Participant deferral / active EE | $10,065 | $2,879+249.6% | $3,837+162.3% | $4,046+148.8% |
| Admin fee / account holder | $176 | $659-73.3% | $6,560-97.3% | $626-71.9% |