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 | $24,294 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,090 | $105,247-38.2% | $87,100-25.3% | $77,787-16.3% |
| Participation rate | 97.9% | 85.8%+12.1pp | 76.9%+21.0pp | 73.2%+24.7pp |
| Annual return | 25.31% | 24.52%+0.8pp | 28.19%-2.9pp | 32.57%-7.3pp |
| Employer contribution / active EE | $2,223 | $2,895-23.2% | $2,521-11.8% | $2,504-11.3% |
| Participant deferral / active EE | $6,531 | $5,060+29.1% | $4,049+61.3% | $3,967+64.6% |
| Admin fee / account holder | $11 | $104-89.6% | $7,497-99.9% | $100-89.1% |