Filed June 14, 2016 (most recent of 3 filings on file)
Total covered: 87 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,326 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $187,312 | $81,321+130.3% | $68,509+173.4% | $59,188+216.5% |
| Participation rate | 95.8% | 83.8%+12.0pp | 74.7%+21.1pp | 69.4%+26.4pp |
| Annual return | 11.63% | 4.65%+7.0pp | 8.27%+3.4pp | 5.51%+6.1pp |
| Employer contribution / active EE | $7,127 | $3,297+116.2% | $2,278+212.9% | $2,098+239.7% |
| Participant deferral / active EE | $9,345 | $4,592+103.5% | $3,382+176.3% | $3,265+186.3% |
| Admin fee / account holder | $13 | $62-79.0% | $5,275-99.8% | $92-86.0% |