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.2+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,832 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $127,749 | $92,813+37.6% | $108,745+17.5% | $65,292+95.7% |
| Participation rate | 91.2% | 84.5%+6.7pp | 77.7%+13.5pp | 72.4%+18.8pp |
| Annual return | 10.74% | 14.67%-3.9pp | 46.22%-35.5pp | 11.84%-1.1pp |
| Employer contribution / active EE | $6,692 | $3,016+121.9% | $3,323+101.4% | $2,302+190.7% |
| Participant deferral / active EE | $6,114 | $5,191+17.8% | $5,121+19.4% | $3,579+70.8% |
| Admin fee / account holder | -$3 | $56-105.1% | $6,144-100.0% | $57-105.0% |