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 | $20,238 |
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 | $66,498 | $61,125+8.8% | $108,582-38.8% | $63,975+3.9% |
| Participation rate | 75.5% | 80.5%-5.0pp | 79.6%-4.1pp | 71.1%+4.4pp |
| Annual return | 9.18% | 14.06%-4.9pp | -51.70%+60.9pp | 48.65%-39.5pp |
| Employer contribution / active EE | $1,885 | $2,237-15.7% | $3,758-49.9% | $2,182-13.6% |
| Participant deferral / active EE | $5,892 | $3,574+64.9% | $4,311+36.7% | $3,356+75.6% |
| Admin fee / account holder | $12 | $72-83.5% | $7,645-99.8% | $70-83.1% |