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 | $243,183 |
Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $122,690 |
FARBER HASS HURLEY LLP6+ years Service code 10 · EIN 20-4207759 | Accounting | $19,762 |
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 | $96,576 | $56,095+72.2% | $178,510-45.9% | $90,274+7.0% |
| Participation rate | 94.7% | 65.6%+29.1pp | 81.9%+12.7pp | 73.4%+21.3pp |
| Annual return | 19.05% | 28.81%-9.8pp | 151.13%-132.1pp | 53.97%-34.9pp |
| Employer contribution / active EE | $2,358 | $1,572+49.9% | $5,011-53.0% | $2,523-6.6% |
| Participant deferral / active EE | $6,649 | $2,669+149.2% | $5,202+27.8% | $4,231+57.2% |
| Admin fee / account holder | $112 | $101+11.5% | $13,988-99.2% | $114-1.6% |