Filed December 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $255,394 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,543 | $99,313+7.3% | $133,698-20.3% | $99,313+7.3% |
| Participation rate | 98.4% | 71.7%+26.7pp | 76.4%+21.9pp | 71.7%+26.7pp |
| Annual return | 11.85% | 17.67%-5.8pp | 580.90%-569.0pp | 17.67%-5.8pp |
| Employer contribution / active EE | $3,419 | $3,264+4.7% | $4,218-18.9% | $3,264+4.7% |
| Participant deferral / active EE | $8,125 | $5,346+52.0% | $7,016+15.8% | $5,346+52.0% |
| Admin fee / account holder | $27 | $109-75.2% | $6,703-99.6% | $109-75.2% |