Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,764 |
FIDUCIARYVEST LLC3 years Service code 16 · EIN 20-2217636 | Consulting | $52,652 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,534 | $46,464+58.3% | $150,298-51.1% | $79,634-7.7% |
| Participation rate | 91.4% | 57.0%+34.4pp | 77.8%+13.6pp | 62.5%+28.9pp |
| Annual return | 10.64% | 27.89%-17.3pp | 62.79%-52.1pp | 36.46%-25.8pp |
| Employer contribution / active EE | $816 | $1,512-46.0% | $4,154-80.4% | $2,529-67.7% |
| Participant deferral / active EE | $4,859 | $2,157+125.3% | $5,453-10.9% | $3,835+26.7% |
| Admin fee / account holder | $121 | $891-86.4% | $14,116-99.1% | $1,002-87.9% |