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 | $1,234,332 |
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 | $49,628 | $58,202-14.7% | $172,753-71.3% | $89,609-44.6% |
| Participation rate | 92.2% | 72.8%+19.4pp | 82.6%+9.5pp | 69.6%+22.6pp |
| Annual return | 22.92% | 61.59%-38.7pp | 803.00%-780.1pp | 33.65%-10.7pp |
| Employer contribution / active EE | $1,152 | $1,759-34.5% | $5,144-77.6% | $2,584-55.4% |
| Participant deferral / active EE | $4,037 | $3,335+21.1% | $5,198-22.3% | $4,222-4.4% |
| Admin fee / account holder | $44 | $53-15.4% | $13,956-99.7% | $72-37.9% |