Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $333,083 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $70,298 | $133,493-47.3% | $64,110+9.7% | $96,393-27.1% |
| Participation rate | 99.1% | 69.3%+29.8pp | 72.3%+26.8pp | 71.3%+27.9pp |
| Annual return | 16.59% | 17.06%-0.5pp | 33.75%-17.2pp | 22.88%-6.3pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,751-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $7,097 | $5,097+39.2% | $3,883+82.8% | $5,455+30.1% |
| Admin fee / account holder | $15 | $34-56.9% | $3,071-99.5% | $74-80.0% |