Filed January 16, 2015
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP5+ years Service code 16 · EIN 71-1036677 | Consulting | $88,268 |
Filed as: CBIZ Service code 16 · EIN 22-2769024 | Consulting | $30,763 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$619,432 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,541 | $101,523+47.3% | $141,200+5.9% | $77,775+92.3% |
| Participation rate | 96.9% | 77.4%+19.5pp | 82.5%+14.4pp | 73.2%+23.6pp |
| Annual return | 28.41% | 56.22%-27.8pp | 71.41%-43.0pp | 32.58%-4.2pp |
| Employer contribution / active EE | $5,074 | $3,341+51.9% | $4,736+7.1% | $2,504+102.6% |
| Participant deferral / active EE | $15,794 | $6,434+145.5% | $6,710+135.4% | $3,966+298.3% |
| Admin fee / account holder | -$111 | $92-221.8% | $10,265-101.1% | $100-211.4% |