Filed August 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,894 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,514 | $78,852-27.1% | $76,767-25.1% | $75,289-23.6% |
| Participation rate | 96.3% | 85.0%+11.4pp | 77.0%+19.4pp | 72.4%+23.9pp |
| Annual return | -3.20% | -1.29%-1.9pp | 2.43%-5.6pp | -0.04%-3.2pp |
| Employer contribution / active EE | $2,070 | $2,794-25.9% | $2,485-16.7% | $2,405-13.9% |
| Participant deferral / active EE | $5,965 | $4,800+24.3% | $3,852+54.9% | $3,739+59.5% |
| Admin fee / account holder | $7 | $79-91.4% | $6,675-99.9% | $102-93.3% |