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 | -$1,887 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,047 | $67,512-17.0% | $185,823-69.8% | $93,030-39.8% |
| Participation rate | 91.1% | 67.1%+24.0pp | 81.7%+9.4pp | 73.9%+17.2pp |
| Annual return | 14.66% | 21.04%-6.4pp | 122.05%-107.4pp | 158.70%-144.0pp |
| Employer contribution / active EE | $1,254 | $1,783-29.7% | $5,167-75.7% | $2,706-53.6% |
| Participant deferral / active EE | $4,326 | $3,035+42.5% | $5,568-22.3% | $4,562-5.2% |
| Admin fee / account holder | -$1 | $318-100.3% | $16,237-100.0% | $152-100.5% |