Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,462,084 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,711 | $46,969-13.3% | $154,110-73.6% | $73,367-44.5% |
| Participation rate | 91.2% | 72.4%+18.8pp | 83.0%+8.2pp | 69.5%+21.7pp |
| Annual return | -4.64% | 821.68%-826.3pp | 735.22%-739.9pp | 173.45%-178.1pp |
| Employer contribution / active EE | $1,123 | $1,723-34.8% | $5,298-78.8% | $2,499-55.1% |
| Participant deferral / active EE | $3,773 | $3,162+19.3% | $5,081-25.7% | $4,033-6.4% |
| Admin fee / account holder | $54 | $47+16.2% | $13,412-99.6% | $68-20.8% |