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 | -$19,000 |
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 | $181,861 | $45,324+301.2% | $122,354+48.6% | $69,634+161.2% |
| Participation rate | 84.6% | 59.9%+24.6pp | 71.6%+12.9pp | 70.7%+13.9pp |
| Annual return | 19.36% | 25.35%-6.0pp | 30.28%-10.9pp | 27572.26%-27552.9pp |
| Employer contribution / active EE | $10,337 | $1,230+740.7% | $4,051+155.2% | $2,032+408.7% |
| Participant deferral / active EE | $11,958 | $2,367+405.2% | $3,287+263.8% | $3,224+270.9% |
| Admin fee / account holder | $91 | $87+5.2% | $5,479-98.3% | $110-17.2% |