Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,869 |
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 | $141,862 | $41,281+243.7% | $109,313+29.8% | $57,661+146.0% |
| Participation rate | 84.0% | 59.3%+24.7pp | 71.3%+12.7pp | 70.2%+13.8pp |
| Annual return | 8.05% | 8.97%-0.9pp | 22.07%-14.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $10,627 | $1,201+784.5% | $3,892+173.0% | $1,974+438.4% |
| Participant deferral / active EE | $12,297 | $2,223+453.1% | $3,166+288.3% | $3,061+301.8% |
| Admin fee / account holder | -$39 | $75-151.4% | $5,666-100.7% | $95-140.9% |