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.
| 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% | $100,540+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% | $6,272+15.8% | $4,231+71.7% |
| Admin fee / account holder | $133 | $83+59.6% | $8,082-98.4% | $114+16.5% |