Filed December 8, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,075 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,581 | $84,493-62.6% | $125,381-74.8% | $66,938-52.8% |
| Participation rate | 96.6% | 76.4%+20.1pp | 82.4%+14.2pp | 69.8%+26.7pp |
| Annual return | -18.50% | -8.49%-10.0pp | 572.31%-590.8pp | 1.58%-20.1pp |
| Employer contribution / active EE | $3,175 | $3,554-10.7% | $4,815-34.1% | $2,545+24.7% |
| Participant deferral / active EE | $6,649 | $6,783-2.0% | $7,448-10.7% | $4,238+56.9% |
| Admin fee / account holder | $32 | $685-95.3% | $10,007-99.7% | $594-94.6% |