Filed January 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,217 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,277 | $31,038-37.9% | $65,566-70.6% | $74,460-74.1% |
| Participation rate | 91.5% | 66.9%+24.6pp | 64.9%+26.6pp | 70.7%+20.8pp |
| Annual return | 15.43% | 38.60%-23.2pp | 47.40%-32.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $831 | $1,188-30.1% | $1,692-50.9% | $2,638-68.5% |
| Participant deferral / active EE | $2,561 | $2,792-8.3% | $2,832-9.6% | $4,530-43.5% |
| Admin fee / account holder | $123 | $299-58.7% | $4,114-97.0% | $348-64.5% |