Retirement plan

EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC.

Name: AFFORDABLE HOUSING ALLIANCE, INC. - EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC. (2016) Form 5500
Creator: AFFORDABLE HOUSING ALLIANCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC., AFFORDABLE HOUSING ALLIANCE, INC.

AFFORDABLE HOUSING ALLIANCE, INC.EIN 22-3114280Plan #003PY 2016

59 BROAD ST - EATONTOWN, NJ 07724732-389-2958housingall.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$187K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$818K

+17.1% from 2015

Total participants

+26.1% from 2015

Average account balance

$28,193

-7.1% from 2015

Annual return

3.10%

+3.03 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.24M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$22K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

104

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

212.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$450K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.72%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2041

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$627 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.534%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,193

$215,361-86.9%

$171,082-83.5%

$273,972-89.7%

Participation rate

100.0%

82.0%+18.0pp

76.7%+23.3pp

83.0%+17.0pp

Annual return

3.10%

25.14%-22.0pp

32.56%-29.5pp

41.46%-38.4pp

Employer contribution / active EE

$3,168

$4,967-36.2%

$4,002-20.8%

$4,869-34.9%

Participant deferral / active EE

$2,329

$5,543-58.0%

$4,797-51.5%

$5,287-56.0%

Admin fee / account holder

$432

$10,846-96.0%

$8,520-94.9%

$10,133-95.7%

EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF AFFORDABLE HOUSING ALLIANCE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion