Filed March 15, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,947 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,642 | $94,529+11.8% | $140,016-24.5% | $64,186+64.6% |
| Participation rate | 95.9% | 84.1%+11.9pp | 87.5%+8.4pp | 69.6%+26.4pp |
| Annual return | -4.56% | 7.77%-12.3pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,850 | $3,812+53.4% | $5,606+4.4% | $2,381+145.7% |
| Participant deferral / active EE | $9,122 | $5,250+73.8% | $6,927+31.7% | $3,470+162.9% |
| Admin fee / account holder | $35 | $6,741-99.5% | $10,705-99.7% | $4,888-99.3% |