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 | $2,169,161 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $105,000 |
TORRILLO & ASSOCIATES, LLC5 years Service code 10 · EIN 83-0414789 | Accounting | $21,336 |
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 | $66,597 | $68,062-2.2% | $185,854-64.2% | $106,520-37.5% |
| Participation rate | 55.8% | 75.2%-19.4pp | 81.7%-25.9pp | 71.3%-15.5pp |
| Annual return | 15.22% | 18.20%-3.0pp | 122.12%-106.9pp | 19.28%-4.1pp |
| Employer contribution / active EE | $1,122 | $1,997-43.8% | $5,169-78.3% | $2,840-60.5% |
| Participant deferral / active EE | $3,775 | $3,990-5.4% | $5,569-32.2% | $4,948-23.7% |
| Admin fee / account holder | $47 | $53-10.9% | $16,246-99.7% | $75-37.0% |