Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $141,999 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,524 | $71,957+99.5% | $67,652+112.2% | $59,188+142.5% |
| Participation rate | 96.4% | 82.7%+13.8pp | 75.7%+20.8pp | 69.4%+27.0pp |
| Annual return | -6.95% | 8.53%-15.5pp | 6625.40%-6632.3pp | 5.51%-12.5pp |
| Employer contribution / active EE | $8,401 | $2,432+245.5% | $2,266+270.8% | $2,098+300.5% |
| Participant deferral / active EE | $7,695 | $4,211+82.7% | $3,560+116.2% | $3,265+135.7% |
| Admin fee / account holder | $22 | $64-66.4% | $4,821-99.6% | $92-76.6% |