Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,242,861 |
KPMG LLP2 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $45,500 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,922 | $53,684-33.1% | $170,435-78.9% | $80,976-55.6% |
| Participation rate | 91.2% | 69.2%+22.0pp | 83.6%+7.6pp | 68.3%+23.0pp |
| Annual return | 26.35% | 25.97%+0.4pp | 205.94%-179.6pp | 22.91%+3.4pp |
| Employer contribution / active EE | $1,106 | $1,642-32.6% | $5,432-79.6% | $2,402-54.0% |
| Participant deferral / active EE | $3,618 | $3,017+19.9% | $4,939-26.8% | $3,848-6.0% |
| Admin fee / account holder | $42 | $46-10.4% | $13,881-99.7% | $67-38.4% |