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 | $524,992 |
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 | $91,430 | $56,095+63.0% | $178,510-48.8% | $90,274+1.3% |
| Participation rate | 93.0% | 65.6%+27.5pp | 81.9%+11.1pp | 73.4%+19.7pp |
| Annual return | 15.33% | 28.81%-13.5pp | 151.13%-135.8pp | 53.97%-38.6pp |
| Employer contribution / active EE | $302 | $1,572-80.8% | $5,011-94.0% | $2,523-88.1% |
| Participant deferral / active EE | $4,984 | $2,669+86.8% | $5,202-4.2% | $4,231+17.8% |
| Admin fee / account holder | $76 | $101-24.6% | $13,988-99.5% | $114-33.4% |