Filed June 14, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $101,529 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 10 · EIN 36-3109431 | Accounting | $47,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,092 | $37,039+145.9% | $147,618-38.3% | $59,188+53.9% |
| Participation rate | 64.3% | 63.8%+0.5pp | 84.6%-20.4pp | 69.4%-5.2pp |
| Annual return | 2.29% | 7.19%-4.9pp | 61.98%-59.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $2,566 | $1,353+89.6% | $5,564-53.9% | $2,098+22.3% |
| Participant deferral / active EE | $4,803 | $2,094+129.4% | $4,895-1.9% | $3,265+47.1% |
| Admin fee / account holder | $38 | $60-36.2% | $11,612-99.7% | $92-58.3% |