Filed October 18, 2018 (most recent of 9 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 | $9,135 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $42,898 | $47,456-9.6% | $172,757-75.2% | $77,775-44.8% |
| Participation rate | 84.0% | 66.3%+17.7pp | 82.6%+1.3pp | 73.2%+10.7pp |
| Annual return | 19.27% | 35.57%-16.3pp | 803.06%-783.8pp | 32.58%-13.3pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $15 | $81-82.0% | $13,956-99.9% | $100-85.5% |