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 | $409,252 |
FIA1 year Filed as: FIA FIDUCIARY ADVISOR Service code 16 · EIN 20-4751585 | Consulting | $40,115 |
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 | $94,896 | $53,565+77.2% | $172,757-45.1% | $82,204+15.4% |
| Participation rate | 69.7% | 69.6%0pp | 82.6%-13.0pp | 73.4%-3.7pp |
| Annual return | 23.96% | 31.42%-7.5pp | 803.06%-779.1pp | 26.31%-2.4pp |
| Employer contribution / active EE | $2,884 | $1,857+55.4% | $5,144-43.9% | $2,707+6.5% |
| Participant deferral / active EE | $5,281 | $3,006+75.7% | $5,198+1.6% | $4,246+24.4% |
| Admin fee / account holder | $66 | $61+8.2% | $13,956-99.5% | $76-12.2% |