Filed December 18, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,043 | $74,498-16.7% | $94,229-34.2% | $59,188+4.8% |
| Participation rate | 74.1% | 76.8%-2.7pp | 78.8%-4.6pp | 69.4%+4.7pp |
| Annual return | 2.63% | 2.76%-0.1pp | 10.68%-8.1pp | 5.51%-2.9pp |
| Employer contribution / active EE | $1,804 | $2,077-13.2% | $3,587-49.7% | $2,098-14.0% |
| Participant deferral / active EE | $5,638 | $3,433+64.2% | $4,320+30.5% | $3,265+72.7% |
| Admin fee / account holder | $13 | $103-87.8% | $6,269-99.8% | $92-86.3% |