Filed April 22, 2016 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,653,612 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $83,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,335 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $16,638 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,283 | $68,330-11.8% | $149,740-59.7% | $96,393-37.5% |
| Participation rate | 97.1% | 74.6%+22.5pp | 78.8%+18.3pp | 71.3%+25.8pp |
| Annual return | 20.14% | 29.64%-9.5pp | 134.51%-114.4pp | 22.88%-2.7pp |
| Employer contribution / active EE | $1,471 | $2,139-31.2% | $4,821-69.5% | $3,239-54.6% |
| Participant deferral / active EE | $5,312 | $4,422+20.1% | $5,683-6.5% | $5,455-2.6% |
| Admin fee / account holder | $51 | $52-2.3% | $13,222-99.6% | $74-31.3% |