Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $320,306 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $197,491 |
Form 5500 reported that benefits due were not provided when due.
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 | $93,127 | $88,581+5.1% | $74,184+25.5% | $65,292+42.6% |
| Participation rate | 96.4% | 86.2%+10.2pp | 76.6%+19.8pp | 72.4%+24.0pp |
| Annual return | 10.10% | 11.72%-1.6pp | 17.74%-7.6pp | 11.84%-1.7pp |
| Employer contribution / active EE | $3,608 | $3,021+19.4% | $2,370+52.2% | $2,302+56.7% |
| Participant deferral / active EE | $5,911 | $4,898+20.7% | $3,550+66.5% | $3,579+65.2% |
| Admin fee / account holder | $51 | $60-15.2% | $5,586-99.1% | $57-11.6% |