Filed January 29, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,831 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,168 | $86,897-23.9% | $151,611-56.4% | $64,808+2.1% |
| Participation rate | 74.3% | 87.3%-12.9pp | 87.5%-13.1pp | 71.5%+2.9pp |
| Annual return | -23.45% | -3.57%-19.9pp | 3.33%-26.8pp | 32.82%-56.3pp |
| Employer contribution / active EE | $2,508 | $4,010-37.5% | $6,166-59.3% | $2,506+0.1% |
| Participant deferral / active EE | $5,449 | $6,690-18.5% | $8,363-34.8% | $4,310+26.4% |
| Admin fee / account holder | $13 | $153-91.8% | $11,616-99.9% | $188-93.3% |