Filed April 7, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,949 |
COOK STREET CONSULTING7 years Service code 16 · EIN 84-0854432 | Consulting | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,923 | $64,871+51.0% | $129,118-24.2% | $66,938+46.3% |
| Participation rate | 97.5% | 74.0%+23.6pp | 77.2%+20.3pp | 69.8%+27.7pp |
| Annual return | -18.12% | -12.21%-5.9pp | -10.94%-7.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $8,672 | $3,741+131.8% | $5,051+71.7% | $2,545+240.7% |
| Participant deferral / active EE | $9,446 | $5,090+85.6% | $6,539+44.5% | $4,238+122.9% |
| Admin fee / account holder | $136 | $629-78.4% | $14,305-99.1% | $594-77.1% |