Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $416,650 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $14,553 |
Form 5500 reported that benefits due were not provided when due.
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 | $79,505 | $53,684+48.1% | $170,435-53.4% | $80,976-1.8% |
| Participation rate | 80.2% | 69.2%+11.0pp | 83.6%-3.4pp | 68.3%+11.9pp |
| Annual return | 18.83% | 25.97%-7.1pp | 205.94%-187.1pp | 22.91%-4.1pp |
| Employer contribution / active EE | $1,622 | $1,642-1.2% | $5,432-70.1% | $2,402-32.5% |
| Participant deferral / active EE | $5,039 | $3,017+67.0% | $4,939+2.0% | $3,848+30.9% |
| Admin fee / account holder | $34 | $46-25.9% | $13,881-99.8% | $67-49.1% |