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 | $444,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $78,222 | $44,007+77.7% | $154,110-49.2% | $68,904+13.5% |
| Participation rate | 67.1% | 70.0%-2.9pp | 83.0%-15.9pp | 74.1%-7.0pp |
| Annual return | -3.74% | 8.15%-11.9pp | 735.22%-739.0pp | 1.07%-4.8pp |
| Employer contribution / active EE | $2,602 | $1,732+50.2% | $5,298-50.9% | $2,540+2.4% |
| Participant deferral / active EE | $4,890 | $2,813+73.9% | $5,081-3.7% | $4,015+21.8% |
| Admin fee / account holder | $70 | $65+8.3% | $13,412-99.5% | $71-1.6% |