Filed March 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $268,892 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $182,237 |
FARBER HASS HURLEY LLP5+ years Service code 10 · EIN 20-4207759 | Accounting | $24,867 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,499 | $47,456+80.2% | $172,757-50.5% | $77,775+9.9% |
| Participation rate | 95.0% | 66.3%+28.7pp | 82.6%+12.3pp | 73.2%+21.8pp |
| Annual return | 23.53% | 35.57%-12.0pp | 803.06%-779.5pp | 32.58%-9.1pp |
| Employer contribution / active EE | $2,292 | $1,574+45.6% | $5,144-55.5% | $2,504-8.5% |
| Participant deferral / active EE | $6,406 | $2,560+150.3% | $5,198+23.2% | $3,966+61.5% |
| Admin fee / account holder | $141 | $81+74.1% | $13,956-99.0% | $100+40.6% |