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 | $448,011 |
FIA2 years Filed as: FIA FIDUCIARY ADVISOR Service code 16 · EIN 20-4751585 | Consulting | $29,450 |
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 | $110,318 | $63,259+74.4% | $178,510-38.2% | $93,223+18.3% |
| Participation rate | 68.0% | 72.1%-4.2pp | 81.9%-13.9pp | 74.9%-6.9pp |
| Annual return | 18.66% | 19.93%-1.3pp | 151.13%-132.5pp | 19.29%-0.6pp |
| Employer contribution / active EE | $2,836 | $1,865+52.1% | $5,011-43.4% | $2,680+5.8% |
| Participant deferral / active EE | $5,220 | $3,372+54.8% | $5,202+0.3% | $4,563+14.4% |
| Admin fee / account holder | $67 | $58+16.2% | $13,988-99.5% | $79-14.9% |