Filed September 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,184 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,435 | $80,211+15.2% | $74,184+24.6% | $63,975+44.5% |
| Participation rate | 91.5% | 84.2%+7.3pp | 76.6%+14.9pp | 71.1%+20.4pp |
| Annual return | 6.17% | 14.13%-8.0pp | 17.74%-11.6pp | 48.65%-42.5pp |
| Employer contribution / active EE | $3,390 | $2,553+32.8% | $2,370+43.0% | $2,182+55.4% |
| Participant deferral / active EE | $6,450 | $4,370+47.6% | $3,550+81.7% | $3,356+92.2% |
| Admin fee / account holder | $9 | $67-86.0% | $5,586-99.8% | $70-86.6% |