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 | $145,051 |
FIDUCIARY COUNSELORS INC.2 years Filed as: FIDUCIARY COUNSELORS INC Service code 16 · EIN 22-3709903 | Consulting | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,915 | $144,879-2.0% | $111,319+27.5% | $93,010+52.6% |
| Participation rate | 97.7% | 86.1%+11.5pp | 77.3%+20.4pp | 73.9%+23.8pp |
| Annual return | 13.93% | 18.11%-4.2pp | 54.68%-40.7pp | 158.70%-144.8pp |
| Employer contribution / active EE | $2,652 | $3,052-13.1% | $2,732-2.9% | $2,705-2.0% |
| Participant deferral / active EE | $7,192 | $5,576+29.0% | $4,488+60.3% | $4,561+57.7% |
| Admin fee / account holder | $94 | $104-9.1% | $7,966-98.8% | $152-38.0% |