Filed July 20, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,421,240 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $105,000 |
TORRILLO & ASSOCIATES, LLC6 years Filed as: TORILLO & ASSOCIATES, LLC Service code 10 · EIN 83-0414789 | Accounting | $26,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,223 | $68,330-6.0% | $149,740-57.1% | $96,393-33.4% |
| Participation rate | 53.2% | 74.6%-21.4pp | 78.8%-25.5pp | 71.3%-18.0pp |
| Annual return | 20.15% | 29.64%-9.5pp | 134.51%-114.4pp | 22.88%-2.7pp |
| Employer contribution / active EE | $1,140 | $2,139-46.7% | $4,821-76.4% | $3,239-64.8% |
| Participant deferral / active EE | $3,720 | $4,422-15.9% | $5,683-34.5% | $5,455-31.8% |
| Admin fee / account holder | $51 | $52-2.6% | $13,222-99.6% | $74-31.4% |