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 | $175,110 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,957 | $78,852+12.8% | $76,768+15.9% | $75,289+18.2% |
| Participation rate | 99.0% | 85.0%+14.0pp | 77.0%+22.0pp | 72.4%+26.5pp |
| Annual return | -5.57% | -1.29%-4.3pp | 2.43%-8.0pp | -0.04%-5.5pp |
| Employer contribution / active EE | $3,138 | $2,794+12.3% | $2,485+26.3% | $2,405+30.5% |
| Participant deferral / active EE | $6,287 | $4,800+31.0% | $3,852+63.2% | $3,739+68.2% |
| Admin fee / account holder | $101 | $79+27.4% | $6,676-98.5% | $102-1.6% |