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 | $182,155 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $52,000 |
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 | $206,254 | $114,568+80.0% | $379,746-45.7% | $93,223+121.2% |
| Participation rate | 97.8% | 89.4%+8.4pp | 78.4%+19.4pp | 74.9%+22.9pp |
| Annual return | 18.89% | 16.38%+2.5pp | 34.90%-16.0pp | 19.29%-0.4pp |
| Employer contribution / active EE | $8,450 | $3,213+163.0% | $3,540+138.7% | $2,680+215.3% |
| Participant deferral / active EE | $8,250 | $6,118+34.8% | $6,024+37.0% | $4,563+80.8% |
| Admin fee / account holder | $30 | $72-58.8% | $7,927-99.6% | $79-62.3% |