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 | $244,569 |
MERCER6+ years Service code 16 · EIN 30-0282430 | Consulting | $90,515 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,336 | $120,450+51.4% | $159,436+14.4% | $93,030+96.0% |
| Participation rate | 99.7% | 78.0%+21.7pp | 82.8%+16.8pp | 73.9%+25.8pp |
| Annual return | 18.05% | 27.11%-9.1pp | 263.57%-245.5pp | 158.70%-140.7pp |
| Employer contribution / active EE | $12,533 | $3,526+255.5% | $4,829+159.5% | $2,706+363.2% |
| Participant deferral / active EE | $15,972 | $7,283+119.3% | $7,352+117.2% | $4,562+250.1% |
| Admin fee / account holder | $64 | $137-53.5% | $10,799-99.4% | $152-58.1% |