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 | $586,061 |
FINANCIAL ENGINES3+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $353,746 |
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 | $104,155 | $100,921+3.2% | $82,312+26.5% | $177,276-41.2% |
| Participation rate | 95.2% | 86.9%+8.3pp | 76.9%+18.4pp | 74.8%+20.4pp |
| Annual return | 17.95% | 20.33%-2.4pp | 25.88%-7.9pp | 21.25%-3.3pp |
| Employer contribution / active EE | $3,652 | $3,145+16.1% | $2,428+50.4% | $2,479+47.3% |
| Participant deferral / active EE | $6,420 | $5,192+23.7% | $3,706+73.2% | $3,881+65.4% |
| Admin fee / account holder | $91 | $64+42.6% | $5,608-98.4% | $154-40.6% |