Filed June 2, 2019 (most recent of 4 filings on file)
Total covered: 13 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,053 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,592 | $88,730+32.5% | $82,312+42.9% | $77,958+50.8% |
| Participation rate | 97.1% | 84.5%+12.6pp | 76.9%+20.2pp | 71.6%+25.5pp |
| Annual return | 24.88% | 20.88%+4.0pp | 25.88%-1.0pp | 20.87%+4.0pp |
| Employer contribution / active EE | $3,957 | $2,758+43.5% | $2,428+62.9% | $2,310+71.3% |
| Participant deferral / active EE | $5,903 | $4,634+27.4% | $3,706+59.3% | $3,537+66.9% |
| Admin fee / account holder | $95 | $74+28.4% | $5,608-98.3% | $97-2.4% |