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 | $124,134 |
Form 5500 reported that benefits due were not provided when due.
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 | $113,627 | $78,852+44.1% | $76,768+48.0% | $75,289+50.9% |
| Participation rate | 94.5% | 85.0%+9.5pp | 77.0%+17.5pp | 72.4%+22.1pp |
| Annual return | -5.36% | -1.29%-4.1pp | 2.43%-7.8pp | -0.04%-5.3pp |
| Employer contribution / active EE | $6,241 | $2,794+123.3% | $2,485+151.1% | $2,405+159.5% |
| Participant deferral / active EE | $4,866 | $4,800+1.4% | $3,852+26.3% | $3,739+30.2% |
| Admin fee / account holder | $23 | $79-70.4% | $6,675-99.6% | $102-77.1% |