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 | $82,422 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $196,170 | $82,279+138.4% | $78,002+151.5% | $63,975+206.6% |
| Participation rate | 95.9% | 84.7%+11.3pp | 75.5%+20.4pp | 71.1%+24.8pp |
| Annual return | 7.39% | 11.20%-3.8pp | 425.99%-418.6pp | 48.65%-41.3pp |
| Employer contribution / active EE | $7,601 | $3,297+130.5% | $2,470+207.7% | $2,182+248.4% |
| Participant deferral / active EE | $9,338 | $4,538+105.8% | $3,497+167.0% | $3,356+178.2% |
| Admin fee / account holder | $13 | $81-84.6% | $5,481-99.8% | $70-82.2% |