Filed October 18, 2018 (most recent of 9 filings on file)
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 | $1,044,844 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES, INC Service code 16 · EIN 43-1708520 | Consulting | $37,500 |
HILL, WARD, HENDERSO1+ years Service code 16 · EIN 59-2678550 | Consulting | $19,185 |
ROBERTS PRINTING INC1+ years Service code 49 · EIN 59-3313615 | Other Services | $17,879 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $15,000 |
MOUTON & COMPANY, INC1+ years Service code 11 · EIN 59-2509166 | Actuarial | $10,018 |
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 | $38,751 | $46,516-16.7% | $147,618-73.7% | $69,651-44.4% |
| Participation rate | 96.6% | 65.8%+30.8pp | 84.6%+12.0pp | 66.6%+30.0pp |
| Annual return | 1.21% | 9.48%-8.3pp | 61.98%-60.8pp | 53.77%-52.6pp |
| Employer contribution / active EE | $1,811 | $1,393+30.0% | $5,564-67.5% | $2,241-19.2% |
| Participant deferral / active EE | $3,086 | $2,719+13.5% | $4,895-37.0% | $3,635-15.1% |
| Admin fee / account holder | $41 | $45-8.3% | $11,612-99.6% | $63-35.1% |