Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $364,979 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,551 | $49,270+43.2% | $156,551-54.9% | $329,111-78.6% |
| Participation rate | 77.5% | 68.1%+9.4pp | 84.0%-6.5pp | 67.9%+9.7pp |
| Annual return | 8.40% | 23.25%-14.9pp | 32.23%-23.8pp | 16.35%-8.0pp |
| Employer contribution / active EE | $1,497 | $1,534-2.5% | $5,501-72.8% | $2,303-35.0% |
| Participant deferral / active EE | $4,663 | $2,920+59.7% | $4,871-4.3% | $3,682+26.6% |
| Admin fee / account holder | $32 | $51-37.4% | $13,028-99.8% | $754-95.8% |