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 | $42,909+71.4% | $152,093-51.7% | $71,012+3.6% |
| Participation rate | 91.4% | 54.7%+36.7pp | 77.8%+13.6pp | 58.6%+32.8pp |
| Annual return | 10.64% | 30.57%-19.9pp | 66.36%-55.7pp | 37.67%-27.0pp |
| Employer contribution / active EE | $816 | $1,369-40.4% | $4,175-80.5% | $2,348-65.3% |
| Participant deferral / active EE | $4,859 | $1,904+155.2% | $5,451-10.9% | $3,246+49.7% |
| Admin fee / account holder | $121 | $1,014-88.1% | $14,497-99.2% | $1,167-89.6% |