Filed March 15, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,554 |
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 | $67,743 | $47,126+43.7% | $149,673-54.7% | $74,419-9.0% |
| Participation rate | 85.8% | 63.4%+22.4pp | 78.8%+7.1pp | 70.7%+15.1pp |
| Annual return | 21.09% | 22.75%-1.7pp | 134.42%-113.3pp | 34.38%-13.3pp |
| Employer contribution / active EE | $4,491 | $1,905+135.7% | $4,818-6.8% | $2,637+70.3% |
| Participant deferral / active EE | $5,009 | $2,728+83.6% | $5,680-11.8% | $4,528+10.6% |
| Admin fee / account holder | -$6 | $343-101.6% | $13,210-100.0% | $348-101.6% |