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 | $240,910 |
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 | $51,343 | $50,150+2.4% | $149,723-65.7% | $80,169-36.0% |
| Participation rate | 93.9% | 64.3%+29.6pp | 78.8%+15.1pp | 72.9%+21.0pp |
| Annual return | 18.73% | 29.80%-11.1pp | 134.50%-115.8pp | 40.39%-21.7pp |
| Employer contribution / active EE | $1,788 | $1,868-4.3% | $4,821-62.9% | $2,978-40.0% |
| Participant deferral / active EE | $5,179 | $3,195+62.1% | $5,682-8.9% | $5,016+3.2% |
| Admin fee / account holder | $63 | $153-58.4% | $13,215-99.5% | $145-56.2% |