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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,434 | $91,439-59.1% | $135,974-72.5% | $71,511-47.7% |
| Participation rate | 92.2% | 75.7%+16.5pp | 81.9%+10.3pp | 67.9%+24.3pp |
| Annual return | 22.83% | 29.90%-7.1pp | 68.30%-45.5pp | 28.86%-6.0pp |
| Employer contribution / active EE | $3,233 | $3,705-12.7% | $4,859-33.5% | $2,589+24.9% |
| Participant deferral / active EE | $6,370 | $7,093-10.2% | $7,760-17.9% | $4,291+48.5% |
| Admin fee / account holder | $37 | $1,267-97.1% | $10,767-99.7% | $1,588-97.7% |