Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,474 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,621 | $37,213-4.3% | $156,551-77.2% | $63,975-44.3% |
| Participation rate | 85.8% | 65.0%+20.8pp | 84.0%+1.8pp | 71.1%+14.7pp |
| Annual return | 9.27% | 47.89%-38.6pp | 32.23%-23.0pp | 48.65%-39.4pp |
| Employer contribution / active EE | $1,396 | $1,357+2.9% | $5,501-74.6% | $2,182-36.0% |
| Participant deferral / active EE | $3,232 | $2,070+56.1% | $4,871-33.6% | $3,356-3.7% |
| Admin fee / account holder | $3 | $56-95.4% | $13,028-100.0% | $70-96.4% |