Filed January 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $236,216 |
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 | $80,201 | $87,621-8.5% | $86,460-7.2% | $77,906+2.9% |
| Participation rate | 95.8% | 85.8%+10.0pp | 80.3%+15.4pp | 73.7%+22.1pp |
| Annual return | -16.23% | -13.90%-2.3pp | 4399.82%-4416.1pp | 12.16%-28.4pp |
| Employer contribution / active EE | $6,624 | $3,474+90.7% | $3,771+75.7% | $2,846+132.7% |
| Participant deferral / active EE | $12,529 | $8,645+44.9% | $6,954+80.2% | $4,805+160.7% |
| Admin fee / account holder | $53 | $85-37.6% | $6,727-99.2% | $133-60.2% |