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 | $202,557 |
MERCER5+ years Service code 16 · EIN 30-0282430 | Consulting | $88,740 |
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 | $144,971 | $127,481+13.7% | $149,696-3.2% | $90,288+60.6% |
| Participation rate | 99.5% | 78.2%+21.3pp | 82.5%+17.1pp | 73.4%+26.2pp |
| Annual return | 25.74% | 57.78%-32.0pp | 276.60%-250.9pp | 53.97%-28.2pp |
| Employer contribution / active EE | $11,332 | $3,448+228.7% | $4,644+144.0% | $2,524+348.9% |
| Participant deferral / active EE | $14,575 | $6,975+108.9% | $6,842+113.0% | $4,232+244.4% |
| Admin fee / account holder | $54 | $152-64.4% | $9,309-99.4% | $114-52.6% |