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 | $23,269 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,366 | $67,228+19.5% | $117,861-31.8% | $77,958+3.1% |
| Participation rate | 78.6% | 79.4%-0.8pp | 79.7%-1.1pp | 71.6%+6.9pp |
| Annual return | 33.08% | 19.13%+13.9pp | 335.11%-302.0pp | 20.87%+12.2pp |
| Employer contribution / active EE | $1,934 | $2,211-12.5% | $3,786-48.9% | $2,310-16.3% |
| Participant deferral / active EE | $6,178 | $3,653+69.1% | $4,482+37.8% | $3,537+74.7% |
| Admin fee / account holder | $12 | $76-84.5% | $8,021-99.9% | $97-87.9% |