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 | $2,446,577 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $105,000 |
TORRILLO & ASSOCIATES, LLC5 years Filed as: TORILLO & ASSOCIATES, LLC Service code 10 · EIN 83-0414789 | Accounting | $23,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,154 | $83,057-33.6% | $143,801-61.6% | $89,433-38.3% |
| Participation rate | 53.2% | 74.0%-20.8pp | 80.3%-27.1pp | 71.3%-18.1pp |
| Annual return | -17.04% | -13.97%-3.1pp | -0.04%-17.0pp | -11.88%-5.2pp |
| Employer contribution / active EE | $1,128 | $2,095-46.2% | $4,952-77.2% | $3,021-62.7% |
| Participant deferral / active EE | $3,741 | $4,281-12.6% | $5,639-33.6% | $5,125-27.0% |
| Admin fee / account holder | $53 | $83-36.6% | $14,680-99.6% | $79-33.7% |