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 | $216,967 |
PORTFOLIO EVALUATIONS, INC.7+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $54,000 |
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 | $231,877 | $101,555+128.3% | $453,569-48.9% | $101,555+128.3% |
| Participation rate | 97.3% | 74.5%+22.8pp | 78.0%+19.3pp | 74.5%+22.8pp |
| Annual return | 17.64% | 21.00%-3.4pp | 64.43%-46.8pp | 21.00%-3.4pp |
| Employer contribution / active EE | $9,733 | $2,972+227.5% | $4,072+139.0% | $2,972+227.5% |
| Participant deferral / active EE | $8,939 | $4,874+83.4% | $6,211+43.9% | $4,874+83.4% |
| Admin fee / account holder | $34 | $139-75.9% | $11,214-99.7% | $139-75.9% |