Filed October 29, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,700 |
FEDERMAN LALLY & REMIS, LLC2+ years Filed as: FEDERMAN, LALLY & REMIS LLC Service code 10 · EIN 06-1326802 | Accounting | $0 |
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 | $36,835 | $56,640-35.0% | $78,002-52.8% | $55,167-33.2% |
| Participation rate | 93.0% | 73.3%+19.7pp | 75.5%+17.4pp | 69.0%+24.0pp |
| Annual return | 7.05% | 2868.48%-2861.4pp | 425.99%-418.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,525 | $1,724-11.5% | $2,470-38.3% | $1,963-22.3% |
| Participant deferral / active EE | $5,264 | $2,778+89.5% | $3,497+50.5% | $3,054+72.4% |
| Admin fee / account holder | $13 | $467-97.3% | $5,481-99.8% | $504-97.5% |