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 | $270,350 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $82,136 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,000 |
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 | $221,603 | $103,657+113.8% | $130,298+70.1% | $103,657+113.8% |
| Participation rate | 97.4% | 73.4%+24.0pp | 76.3%+21.1pp | 73.4%+24.0pp |
| Annual return | 17.83% | 33.13%-15.3pp | 38.90%-21.1pp | 33.13%-15.3pp |
| Employer contribution / active EE | $11,434 | $3,216+255.6% | $4,128+177.0% | $3,216+255.6% |
| Participant deferral / active EE | $10,146 | $5,218+94.4% | $6,790+49.4% | $5,218+94.4% |
| Admin fee / account holder | $44 | $114-61.8% | $6,025-99.3% | $114-61.8% |