Filed July 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,330 |
EP WEALTH ADVISORS LLC1 year Filed as: EP WEALTH ADVISORS INC Service code 27 · EIN 33-0152539 | Advisory (Plan) | $31,859 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,586 | $74,347+129.4% | $93,621+82.2% | $67,582+152.4% |
| Participation rate | 92.0% | 80.6%+11.4pp | 75.8%+16.2pp | 71.3%+20.7pp |
| Annual return | 21.89% | 28.07%-6.2pp | 32.76%-10.9pp | 378.57%-356.7pp |
| Employer contribution / active EE | $7,465 | $2,583+189.0% | $2,719+174.6% | $2,148+247.6% |
| Participant deferral / active EE | $4,799 | $4,060+18.2% | $4,070+17.9% | $3,539+35.6% |
| Admin fee / account holder | $221 | $123+80.6% | $7,890-97.2% | $142+55.7% |