Filed December 5, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $286,663 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $16,000 |
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 | $126,186 | $88,730+42.2% | $82,312+53.3% | $77,958+61.9% |
| Participation rate | 97.7% | 84.5%+13.1pp | 76.9%+20.8pp | 71.6%+26.0pp |
| Annual return | 18.73% | 20.88%-2.2pp | 25.88%-7.2pp | 20.87%-2.1pp |
| Employer contribution / active EE | $4,693 | $2,758+70.2% | $2,428+93.3% | $2,310+103.1% |
| Participant deferral / active EE | $6,253 | $4,634+34.9% | $3,706+68.7% | $3,537+76.8% |
| Admin fee / account holder | $68 | $74-8.4% | $5,608-98.8% | $97-30.4% |