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 | $81,875 |
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 | $133,619 | $53,204+151.1% | $155,556-14.1% | $200,096-33.2% |
| Participation rate | 62.4% | 64.1%-1.7pp | 78.2%-15.8pp | 72.0%-9.6pp |
| Annual return | 15.21% | 41.02%-25.8pp | 64.84%-49.6pp | 34.26%-19.0pp |
| Employer contribution / active EE | $2,203 | $1,850+19.1% | $4,675-52.9% | $3,038-27.5% |
| Participant deferral / active EE | $6,150 | $3,163+94.4% | $5,631+9.2% | $5,090+20.8% |
| Admin fee / account holder | $51 | $186-72.6% | $15,885-99.7% | $269-81.1% |