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 | $418,973 |
KPMG LLP2 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $30,500 |
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 | $58,400 | $44,989+29.8% | $170,435-65.7% | $77,958-25.1% |
| Participation rate | 99.2% | 64.6%+34.6pp | 83.6%+15.6pp | 71.6%+27.5pp |
| Annual return | 51.86% | 19.61%+32.2pp | 205.94%-154.1pp | 20.87%+31.0pp |
| Employer contribution / active EE | $826 | $1,466-43.7% | $5,432-84.8% | $2,310-64.2% |
| Participant deferral / active EE | $5,119 | $2,208+131.9% | $4,939+3.6% | $3,537+44.8% |
| Admin fee / account holder | $55 | $69-19.7% | $13,881-99.6% | $97-43.1% |