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 | $72,953 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $246,166 | $90,410+172.3% | $91,004+170.5% | $77,958+215.8% |
| Participation rate | 83.4% | 86.4%-3.0pp | 75.6%+7.8pp | 71.6%+11.7pp |
| Annual return | 12.33% | 21.34%-9.0pp | 4.60%+7.7pp | 20.87%-8.5pp |
| Employer contribution / active EE | $7,814 | $3,392+130.4% | $2,456+218.2% | $2,310+238.2% |
| Participant deferral / active EE | $9,709 | $4,816+101.6% | $3,548+173.7% | $3,537+174.5% |
| Admin fee / account holder | $15 | $79-81.1% | $5,417-99.7% | $97-84.6% |