Filed November 20, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,436 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,133 | $122,063-43.4% | $184,256-62.5% | $74,478-7.2% |
| Participation rate | 77.2% | 85.5%-8.2pp | 86.8%-9.6pp | 67.2%+10.0pp |
| Annual return | 20.26% | 19.92%+0.3pp | 28.85%-8.6pp | 1370.56%-1350.3pp |
| Employer contribution / active EE | $1,805 | $4,539-60.2% | $6,427-71.9% | $2,626-31.3% |
| Participant deferral / active EE | $2,853 | $7,144-60.1% | $9,133-68.8% | $4,350-34.4% |
| Admin fee / account holder | $12 | $1,253-99.0% | $13,899-99.9% | $1,946-99.4% |