Filed December 30, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,112 | $56,095+98.1% | $178,510-37.8% | $90,274+23.1% |
| Participation rate | 67.4% | 65.6%+1.9pp | 81.9%-14.5pp | 73.4%-5.9pp |
| Annual return | 15.99% | 28.81%-12.8pp | 151.13%-135.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $2,039 | $1,572+29.6% | $5,011-59.3% | $2,523-19.2% |
| Participant deferral / active EE | $5,298 | $2,669+98.5% | $5,202+1.8% | $4,231+25.2% |
| Admin fee / account holder | $11 | $101-88.7% | $13,988-99.9% | $114-90.0% |