Filed January 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $251,002 |
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 | $104,339 | $103,918+0.4% | $94,677+10.2% | $80,187+30.1% |
| Participation rate | 98.9% | 85.8%+13.0pp | 80.8%+18.0pp | 72.9%+25.9pp |
| Annual return | 25.60% | 27.77%-2.2pp | 156.95%-131.3pp | 40.40%-14.8pp |
| Employer contribution / active EE | $8,087 | $3,539+128.5% | $3,673+120.2% | $2,980+171.4% |
| Participant deferral / active EE | $15,410 | $9,528+61.7% | $7,418+107.7% | $5,016+207.2% |
| Admin fee / account holder | $50 | $96-47.8% | $7,222-99.3% | $145-65.3% |