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 | $536,761 |
MERCER9+ years Service code 16 · EIN 13-2834414 | Consulting | $57,312 |
COHNREZNICK LLP7 years Service code 10 · EIN 22-1478099 | Accounting | $25,724 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,468 | $84,149+53.9% | $129,995-0.4% | $103,482+25.1% |
| Participation rate | 82.2% | 81.0%+1.2pp | 78.5%+3.8pp | 73.3%+9.0pp |
| Annual return | 22.96% | 25.45%-2.5pp | -137.18%+160.1pp | 33.11%-10.2pp |
| Employer contribution / active EE | $3,143 | $2,687+17.0% | $4,320-27.2% | $3,208-2.0% |
| Participant deferral / active EE | $8,135 | $5,201+56.4% | $5,820+39.8% | $5,207+56.2% |
| Admin fee / account holder | $50 | $75-33.3% | $10,614-99.5% | $114-56.1% |