Filed January 19, 2016 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $574,276 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $70,141 |
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 | $227,878 | $153,507+48.4% | $106,554+113.9% | $101,555+124.4% |
| Participation rate | 92.2% | 86.3%+5.9pp | 76.1%+16.1pp | 74.5%+17.7pp |
| Annual return | 15.69% | 15.11%+0.6pp | 26.80%-11.1pp | 21.00%-5.3pp |
| Employer contribution / active EE | $10,556 | $4,668+126.2% | $2,819+274.4% | $2,972+255.2% |
| Participant deferral / active EE | $10,823 | $7,264+49.0% | $4,398+146.1% | $4,874+122.0% |
| Admin fee / account holder | $62 | $74-16.0% | $7,408-99.2% | $139-55.6% |