Filed March 18, 2019 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $960 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,124 | $102,661-32.7% | $151,639-54.4% | $66,938+3.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.19% | -10.81%-4.4pp | 3.34%-18.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,991 | $4,184-28.5% | $6,165-51.5% | $2,545+17.5% |
| Participant deferral / active EE | $5,038 | $6,645-24.2% | $8,363-39.8% | $4,238+18.9% |
| Admin fee / account holder | $24 | $630-96.2% | $11,613-99.8% | $594-95.9% |