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 | $620,185 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,343 | $67,512+41.2% | $185,854-48.7% | $93,010+2.5% |
| Participation rate | 96.8% | 67.1%+29.7pp | 81.7%+15.1pp | 73.9%+22.9pp |
| Annual return | 13.35% | 21.04%-7.7pp | 122.12%-108.8pp | 158.70%-145.4pp |
| Employer contribution / active EE | $763 | $1,783-57.2% | $5,169-85.2% | $2,705-71.8% |
| Participant deferral / active EE | $5,451 | $3,035+79.6% | $5,569-2.1% | $4,561+19.5% |
| Admin fee / account holder | $84 | $318-73.4% | $16,246-99.5% | $152-44.3% |