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 | $568,169 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $94,885 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $61,137 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,943 |
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 | $86,839 | $50,169+73.1% | $149,740-42.0% | $80,187+8.3% |
| Participation rate | 95.9% | 64.3%+31.6pp | 78.8%+17.1pp | 72.9%+22.9pp |
| Annual return | 18.22% | 29.82%-11.6pp | 134.51%-116.3pp | 40.40%-22.2pp |
| Employer contribution / active EE | $985 | $1,869-47.3% | $4,821-79.6% | $2,980-66.9% |
| Participant deferral / active EE | $6,150 | $3,194+92.5% | $5,683+8.2% | $5,016+22.6% |
| Admin fee / account holder | $90 | $153-40.8% | $13,222-99.3% | $145-37.6% |