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 | $35,315 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $25,163 |
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 | $39,897 | $73,404-45.6% | $87,102-54.2% | $67,584-41.0% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.9%+20.2pp | 71.3%+25.8pp |
| Annual return | 19.48% | 48.29%-28.8pp | 28.19%-8.7pp | 378.59%-359.1pp |
| Employer contribution / active EE | $1,650 | $2,014-18.1% | $2,521-34.6% | $2,148-23.2% |
| Participant deferral / active EE | $3,276 | $3,913-16.3% | $4,048-19.1% | $3,540-7.4% |
| Admin fee / account holder | $109 | $142-23.0% | $7,493-98.5% | $142-23.4% |