Filed January 15, 2020
Total covered: 211 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,193 | $45,382+15.0% | $154,107-66.1% | $75,289-30.7% |
| Participation rate | 99.8% | 65.9%+33.9pp | 83.0%+16.7pp | 72.4%+27.4pp |
| Annual return | 0.00% | -0.47%+0.5pp | 735.12%-735.1pp | -0.04%0pp |
| Employer contribution / active EE | $2,081 | $1,533+35.7% | $5,298-60.7% | $2,405-13.5% |
| Participant deferral / active EE | $3,553 | $2,384+49.1% | $5,081-30.1% | $3,739-5.0% |
| Admin fee / account holder | $4 | $89-95.7% | $13,411-100.0% | $102-96.3% |