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 | $260,908 |
MERCER7+ years Service code 16 · EIN 30-0282430 | Consulting | $92,325 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,073 | $93,773+64.3% | $125,339+22.9% | $78,044+97.4% |
| Participation rate | 93.2% | 75.6%+17.7pp | 82.4%+10.9pp | 74.4%+18.8pp |
| Annual return | -17.29% | 277.78%-295.1pp | 572.05%-589.3pp | 10.87%-28.2pp |
| Employer contribution / active EE | $10,995 | $3,678+198.9% | $4,814+128.4% | $3,125+251.9% |
| Participant deferral / active EE | $13,921 | $6,971+99.7% | $7,446+86.9% | $5,084+173.8% |
| Admin fee / account holder | $57 | $67-15.1% | $10,010-99.4% | $79-28.0% |