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 | $251,699 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $111,028 |
FARBER HASS HURLEY LLP9+ years Service code 10 · EIN 20-4207759 | Accounting | $19,061 |
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 | $100,840 | $50,151+101.1% | $149,696-32.6% | $80,157+25.8% |
| Participation rate | 94.4% | 64.3%+30.1pp | 78.8%+15.6pp | 72.9%+21.4pp |
| Annual return | 18.87% | 29.80%-10.9pp | 134.46%-115.6pp | 40.39%-21.5pp |
| Employer contribution / active EE | $2,107 | $1,867+12.9% | $4,821-56.3% | $2,977-29.2% |
| Participant deferral / active EE | $7,912 | $3,194+147.7% | $5,682+39.2% | $5,015+57.8% |
| Admin fee / account holder | $98 | $153-35.6% | $13,212-99.3% | $145-32.1% |