Filed January 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,145 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,249 | $80,211+59.9% | $74,183+72.9% | $63,975+100.5% |
| Participation rate | 96.3% | 84.2%+12.1pp | 76.6%+19.6pp | 71.1%+25.1pp |
| Annual return | 15.19% | 14.13%+1.1pp | 17.74%-2.5pp | 48.65%-33.5pp |
| Employer contribution / active EE | $2,328 | $2,553-8.8% | $2,370-1.8% | $2,182+6.7% |
| Participant deferral / active EE | $4,630 | $4,370+6.0% | $3,550+30.4% | $3,356+37.9% |
| Admin fee / account holder | $22 | $67-67.8% | $5,586-99.6% | $70-69.3% |