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 | $494,279 |
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 | $82,659 | $47,456+74.2% | $172,757-52.2% | $77,775+6.3% |
| Participation rate | 91.9% | 66.3%+25.6pp | 82.6%+9.3pp | 73.2%+18.7pp |
| Annual return | 32.84% | 35.57%-2.7pp | 803.06%-770.2pp | 32.58%+0.3pp |
| Employer contribution / active EE | $669 | $1,574-57.5% | $5,144-87.0% | $2,504-73.3% |
| Participant deferral / active EE | $4,628 | $2,560+80.8% | $5,198-11.0% | $3,966+16.7% |
| Admin fee / account holder | $71 | $81-11.9% | $13,956-99.5% | $100-28.8% |