Filed July 20, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,070,254 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $105,000 |
TORRILLO & ASSOCIATES, LLC4 years Service code 10 · EIN 83-0414789 | Accounting | $20,836 |
THE CENTURION GROUP, LLC6+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,732 | $66,513-8.7% | $178,510-66.0% | $106,273-42.9% |
| Participation rate | 56.3% | 73.8%-17.4pp | 81.9%-25.6pp | 70.8%-14.5pp |
| Annual return | 16.85% | 21.81%-5.0pp | 151.13%-134.3pp | 21.70%-4.8pp |
| Employer contribution / active EE | $1,061 | $1,776-40.3% | $5,011-78.8% | $2,722-61.0% |
| Participant deferral / active EE | $3,437 | $3,679-6.6% | $5,202-33.9% | $4,601-25.3% |
| Admin fee / account holder | $48 | $53-10.8% | $13,988-99.7% | $78-39.1% |