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 | $578,642 |
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 | $66,833 | $45,382+47.3% | $154,110-56.6% | $75,289-11.2% |
| Participation rate | 92.1% | 65.9%+26.2pp | 83.0%+9.1pp | 72.4%+19.7pp |
| Annual return | -4.58% | -0.47%-4.1pp | 735.22%-739.8pp | -0.04%-4.5pp |
| Employer contribution / active EE | $433 | $1,533-71.7% | $5,298-91.8% | $2,405-82.0% |
| Participant deferral / active EE | $4,489 | $2,384+88.3% | $5,081-11.7% | $3,739+20.1% |
| Admin fee / account holder | $89 | $89-0.7% | $13,412-99.3% | $102-13.3% |