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 | $107,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,753 | $50,169+140.7% | $149,740-19.4% | $80,187+50.6% |
| Participation rate | 61.0% | 64.3%-3.3pp | 78.8%-17.8pp | 72.9%-12.0pp |
| Annual return | 18.70% | 29.82%-11.1pp | 134.51%-115.8pp | 40.40%-21.7pp |
| Employer contribution / active EE | $2,046 | $1,869+9.4% | $4,821-57.6% | $2,980-31.3% |
| Participant deferral / active EE | $5,644 | $3,194+76.7% | $5,683-0.7% | $5,016+12.5% |
| Admin fee / account holder | $70 | $153-54.1% | $13,222-99.5% | $145-51.7% |