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 | $36,587 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $225,658 | $134,045+68.3% | $80,022+182.0% | $75,289+199.7% |
| Participation rate | 98.1% | 85.8%+12.4pp | 75.8%+22.3pp | 72.4%+25.7pp |
| Annual return | -4.29% | -0.56%-3.7pp | 11.22%-15.5pp | -0.04%-4.2pp |
| Employer contribution / active EE | $8,681 | $3,492+148.6% | $2,468+251.7% | $2,405+260.9% |
| Participant deferral / active EE | $10,795 | $4,976+116.9% | $3,686+192.9% | $3,739+188.7% |
| Admin fee / account holder | $2 | $124-98.5% | $6,521-100.0% | $102-98.2% |