Filed December 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $103,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,351 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,159 | $37,196+2.6% | $154,108-75.2% | $55,725-31.5% |
| Participation rate | 95.5% | 64.1%+31.4pp | 83.0%+12.5pp | 70.9%+24.6pp |
| Annual return | -5.36% | 1319.68%-1325.0pp | 735.21%-740.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,668 | $1,614+3.3% | $5,298-68.5% | $2,078-19.8% |
| Participant deferral / active EE | $3,100 | $2,068+49.9% | $5,081-39.0% | $3,356-7.6% |
| Admin fee / account holder | $90 | $102-11.7% | $13,411-99.3% | $115-22.1% |