Filed June 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,943 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,716 | $58,655-5.0% | $91,989-39.4% | $65,185-14.5% |
| Participation rate | 83.0% | 75.3%+7.7pp | 78.6%+4.4pp | 70.2%+12.8pp |
| Annual return | 42.70% | 33.92%+8.8pp | 69.02%-26.3pp | 29.38%+13.3pp |
| Employer contribution / active EE | $5,112 | $2,080+145.7% | $3,452+48.1% | $2,177+134.9% |
| Participant deferral / active EE | $11,914 | $5,474+117.6% | $5,923+101.2% | $3,514+239.1% |
| Admin fee / account holder | $85 | $434-80.3% | $7,743-98.9% | $847-89.9% |