Filed November 30, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$290,794 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,402 | $67,505+72.4% | $105,218+10.6% | $67,505+72.4% |
| Participation rate | 91.0% | 71.2%+19.8pp | 77.2%+13.8pp | 71.2%+19.8pp |
| Annual return | 3.19% | 6.52%-3.3pp | 5.33%-2.1pp | 6.52%-3.3pp |
| Employer contribution / active EE | $6,442 | $2,173+196.5% | $3,255+97.9% | $2,173+196.5% |
| Participant deferral / active EE | $5,805 | $3,597+61.4% | $4,867+19.3% | $3,597+61.4% |
| Admin fee / account holder | -$31 | $56-154.6% | $6,992-100.4% | $56-154.6% |