Filed December 8, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,324 |
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 | $37,434 | $91,407-59.0% | $135,903-72.5% | $71,457-47.6% |
| Participation rate | 92.2% | 75.7%+16.5pp | 81.9%+10.3pp | 67.9%+24.3pp |
| Annual return | 22.83% | 29.90%-7.1pp | 68.23%-45.4pp | 28.85%-6.0pp |
| Employer contribution / active EE | $3,233 | $3,703-12.7% | $4,856-33.4% | $2,588+24.9% |
| Participant deferral / active EE | $6,370 | $7,092-10.2% | $7,758-17.9% | $4,289+48.5% |
| Admin fee / account holder | $37 | $1,266-97.1% | $10,762-99.7% | $1,587-97.7% |