Filed April 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,130 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,063 | $88,122-38.6% | $141,162-61.7% | $67,579-20.0% |
| Participation rate | 98.2% | 76.5%+21.8pp | 82.5%+15.8pp | 71.3%+27.0pp |
| Annual return | 33.35% | 75.40%-42.0pp | 71.39%-38.0pp | 378.56%-345.2pp |
| Employer contribution / active EE | $1,710 | $3,224-47.0% | $4,735-63.9% | $2,148-20.4% |
| Participant deferral / active EE | $6,710 | $5,958+12.6% | $6,7090% | $3,539+89.6% |
| Admin fee / account holder | $11 | $131-91.3% | $10,261-99.9% | $142-92.0% |