Filed September 13, 2017
Total covered: 78 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$204,336 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,503 | $100,573+124.2% | $97,411+131.5% | $100,573+124.2% |
| Participation rate | 99.2% | 70.9%+28.3pp | 80.4%+18.8pp | 70.9%+28.3pp |
| Annual return | 12.65% | 18.89%-6.2pp | 34.72%-22.1pp | 18.89%-6.2pp |
| Employer contribution / active EE | $8,416 | $3,763+123.6% | $4,210+99.9% | $3,763+123.6% |
| Participant deferral / active EE | $7,624 | $4,921+54.9% | $5,886+29.5% | $4,921+54.9% |
| Admin fee / account holder | $0 | $454-100.0% | $7,145-100.0% | $454-100.0% |