Retirement plan

SUNVIEW MORTGAGE, INC 401(K) PLAN

Name: SUNVIEW MORTGAGE, INC 401(K) - SUNVIEW MORTGAGE, INC 401(K) PLAN (2017) 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 2017

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

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$129K

+91.7% from 2016

Total participants

0.0% from 2016

Average account balance

$64,321

+91.7% from 2016

Annual return

24.15%

+7.86 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2 / participant

Other / not subdivided$5100.0%

% of EOY assets

0.004%

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

$64,321

$171,867-62.6%

$149,721-57.0%

$147,586-56.4%

Participation rate

66.7%

88.2%-21.5pp

87.1%-20.4pp

82.8%-16.2pp

Annual return

24.15%

2113.36%-2089.2pp

1501.67%-1477.5pp

578.59%-554.4pp

Employer contribution / active EE

$2,908

$6,275-53.7%

$5,444-46.6%

$4,876-40.4%

Participant deferral / active EE

$12,200

$7,270+67.8%

$6,568+85.7%

$5,439+124.3%

Admin fee / account holder

$13,799-100.0%

$11,282-100.0%

$10,886-100.0%

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