Filed March 30, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,543 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS Service code 16 · EIN 43-1685158 | Consulting | $30,938 |
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 | $142,410 | $54,193+162.8% | $93,681+52.0% | $77,692+83.3% |
| Participation rate | 87.8% | 63.9%+23.8pp | 68.7%+19.0pp | 70.6%+17.2pp |
| Annual return | 19.32% | 30.54%-11.2pp | 133.47%-114.1pp | 31.25%-11.9pp |
| Employer contribution / active EE | $1,202 | $1,168+2.9% | $2,422-50.4% | $2,726-55.9% |
| Participant deferral / active EE | $8,284 | $3,144+163.5% | $4,415+87.6% | $4,648+78.2% |
| Admin fee / account holder | $115 | $576-80.0% | $8,290-98.6% | $431-73.3% |