Filed December 13, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $629,326 |
MERCER7+ years Service code 16 · EIN 13-2834414 | Consulting | $49,214 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $24,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,099 | $86,580+71.1% | $146,649+1.0% | $101,555+45.8% |
| Participation rate | 77.1% | 80.7%-3.7pp | 80.1%-3.0pp | 74.5%+2.5pp |
| Annual return | 15.39% | 30.94%-15.6pp | 22.75%-7.4pp | 21.00%-5.6pp |
| Employer contribution / active EE | $2,747 | $2,512+9.3% | $4,137-33.6% | $2,972-7.6% |
| Participant deferral / active EE | $7,254 | $4,413+64.4% | $5,506+31.7% | $4,874+48.8% |
| Admin fee / account holder | $62 | $71-13.6% | $10,281-99.4% | $139-55.8% |