Filed November 27, 2019 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$297,233 |
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 | $78,421 | $95,918-18.2% | $151,634-48.3% | $77,906+0.7% |
| Participation rate | 97.2% | 88.7%+8.4pp | 87.5%+9.7pp | 73.7%+23.5pp |
| Annual return | -16.45% | -5.50%-11.0pp | 3.32%-19.8pp | 12.16%-28.6pp |
| Employer contribution / active EE | $5,029 | $4,330+16.1% | $6,165-18.4% | $2,846+76.7% |
| Participant deferral / active EE | $4,448 | $7,508-40.8% | $8,363-46.8% | $4,805-7.4% |
| Admin fee / account holder | -$110 | $93-217.6% | $11,614-100.9% | $133-182.7% |