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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $397,729 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $68,250 |
Service code 16 · EIN 23-3189064 | Consulting | $37,500 |
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 | $141,027 | $93,094+51.5% | $106,387+32.6% | $68,904+104.7% |
| Participation rate | 96.9% | 83.9%+12.9pp | 77.5%+19.4pp | 74.1%+22.7pp |
| Annual return | -2.62% | -2.12%-0.5pp | 0.25%-2.9pp | 1.07%-3.7pp |
| Employer contribution / active EE | $7,498 | $3,237+131.6% | $3,520+113.0% | $2,540+195.2% |
| Participant deferral / active EE | $7,380 | $5,445+35.5% | $5,421+36.1% | $4,015+83.8% |
| Admin fee / account holder | $64 | $85-25.4% | $7,510-99.2% | $71-10.9% |