Filed September 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,819 |
MERCER4+ years Service code 16 1301 5TH AVENUE, SUITE 1900 · SEATTLE, WA 98101 | Consulting | $87,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $106,551 | $101,523+5.0% | $141,162-24.5% | $77,787+37.0% |
| Participation rate | 98.2% | 77.4%+20.8pp | 82.5%+15.7pp | 73.2%+24.9pp |
| Annual return | 29.42% | 56.22%-26.8pp | 71.39%-42.0pp | 32.57%-3.2pp |
| Employer contribution / active EE | $10,740 | $3,341+221.5% | $4,735+126.8% | $2,504+328.8% |
| Participant deferral / active EE | $13,496 | $6,434+109.8% | $6,709+101.2% | $3,967+240.2% |
| Admin fee / account holder | $39 | $92-57.4% | $10,261-99.6% | $100-61.1% |