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 | $1,684,288 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $169,493 |
HILL WARD HENDERSON1 year Service code 16 · EIN 59-2678550 | Consulting | $20,656 |
KPMG LLP5+ years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $12,500 |
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 | $57,476 | $58,202-1.2% | $172,757-66.7% | $89,609-35.9% |
| Participation rate | 97.7% | 72.8%+24.9pp | 82.6%+15.1pp | 69.6%+28.2pp |
| Annual return | 22.58% | 61.59%-39.0pp | 803.06%-780.5pp | 33.65%-11.1pp |
| Employer contribution / active EE | $2,399 | $1,759+36.4% | $5,144-53.4% | $2,584-7.2% |
| Participant deferral / active EE | $4,277 | $3,335+28.3% | $5,198-17.7% | $4,222+1.3% |
| Admin fee / account holder | $57 | $53+8.7% | $13,956-99.6% | $72-20.3% |