Retirement plan

SUNVIEW MORTGAGE, INC 401(K) PLAN

Name: SUNVIEW MORTGAGE, INC 401(K) - SUNVIEW MORTGAGE, INC 401(K) PLAN (2016) Form 5500
Creator: SUNVIEW MORTGAGE, INC 401(K)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNVIEW MORTGAGE, INC 401(K) PLAN, SUNVIEW MORTGAGE, INC 401(K)

SUNVIEW MORTGAGE, INC 401(K)EIN 45-3786910Plan #001PY 2016

1745 PORTERTON WAY - CUMMING, GA 30041678-807-6427sunviewmortgageinc.comLinkedIn1-10 employeesfinancial services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$67K

+153.9% from 2015

Total participants

0.0% from 2015

Average account balance

$33,554

+153.9% from 2015

Annual return

16.29%

+16.29 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$646K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$323K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$34

$11 / participant

Other / not subdivided$34100.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,554

$153,769-78.2%

$133,975-75.0%

$273,972-87.8%

Participation rate

66.7%

88.4%-21.7pp

87.1%-20.4pp

83.0%-16.3pp

Annual return

16.29%

36.51%-20.2pp

29.29%-13.0pp

41.46%-25.2pp

Employer contribution / active EE

$2,931

$6,029-51.4%

$5,211-43.8%

$4,869-39.8%

Participant deferral / active EE

$9,193

$6,958+32.1%

$6,282+46.3%

$5,287+73.9%

Admin fee / account holder

$17

$11,765-99.9%

$9,324-99.8%

$10,133-99.8%

SUNVIEW MORTGAGE, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNVIEW MORTGAGE, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion