Filed February 17, 2016 (most recent of 2 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $53,995 | $52,293+3.3% | $178,503-69.8% | $73,412-26.4% |
| Participation rate | 0.0% | 65.3%-65.3pp | 81.9%-81.9pp | 72.2%-72.2pp |
| Annual return | 24.51% | 34.75%-10.2pp | 151.12%-126.6pp | 59.30%-34.8pp |
| Employer contribution / active EE | $2,727 | $1,736+57.1% | $5,011-45.6% | $2,234+22.1% |
| Participant deferral / active EE | $7,489 | $2,333+220.9% | $5,202+43.9% | $3,806+96.8% |
| Admin fee / account holder | $1 | $127-99.5% | $13,987-100.0% | $158-99.6% |