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 | $509,675 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,316 | $69,238+111.3% | $185,854-21.3% | $101,555+44.1% |
| Participation rate | 74.3% | 73.5%+0.7pp | 81.7%-7.4pp | 74.5%-0.3pp |
| Annual return | 46.08% | 21.26%+24.8pp | 122.12%-76.0pp | 21.00%+25.1pp |
| Employer contribution / active EE | $3,175 | $2,104+50.9% | $5,169-38.6% | $2,972+6.8% |
| Participant deferral / active EE | $5,920 | $3,764+57.3% | $5,569+6.3% | $4,874+21.5% |
| Admin fee / account holder | $65 | $66-2.2% | $16,246-99.6% | $139-53.5% |