Filed October 24, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $142,916 |
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 16 701 5TH AVENUE · SEATTLE, WA 98104 | Consulting | $50,000 |
KPMG LLP1+ years Filed as: KPMG LLC Service code 10 · EIN 13-5565207 701 W 8TH AVE UNIT 600 · ANCHORAGE, AK 99501 | Accounting | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,146 | $102,389+150.2% | $100,535+154.8% | $90,274+183.7% |
| Participation rate | 74.4% | 84.0%-9.6pp | 79.4%-5.0pp | 73.4%+1.0pp |
| Annual return | 18.93% | 22.50%-3.6pp | 30.90%-12.0pp | 53.97%-35.0pp |
| Employer contribution / active EE | $5,596 | $3,056+83.1% | $3,419+63.7% | $2,523+121.7% |
| Participant deferral / active EE | $7,262 | $7,514-3.4% | $6,271+15.8% | $4,231+71.7% |
| Admin fee / account holder | $133 | $83+59.6% | $8,085-98.4% | $114+16.5% |