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 | $295,096 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
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 | $59,062 | $37,213+58.7% | $156,551-62.3% | $63,975-7.7% |
| Participation rate | 89.8% | 65.0%+24.8pp | 84.0%+5.8pp | 71.1%+18.7pp |
| Annual return | 8.18% | 47.89%-39.7pp | 32.23%-24.0pp | 48.65%-40.5pp |
| Employer contribution / active EE | $668 | $1,357-50.8% | $5,501-87.9% | $2,182-69.4% |
| Participant deferral / active EE | $4,141 | $2,070+100.0% | $4,871-15.0% | $3,356+23.4% |
| Admin fee / account holder | $71 | $56+25.8% | $13,028-99.5% | $70+0.6% |