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 | $150,215 |
PACIFIC PORTFOLIO CONSULTING2+ years Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 16 701 5TH AVENUE · SEATTLE, WA 98104 | Consulting | $43,750 |
BDO USA, LLP1 year Service code 16 · EIN 13-5381590 | Consulting | $34,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $265,313 | $108,617+144.3% | $108,421+144.7% | $93,010+185.3% |
| Participation rate | 75.1% | 83.1%-8.0pp | 80.1%-5.0pp | 73.9%+1.2pp |
| Annual return | 11.33% | 21.63%-10.3pp | 905.61%-894.3pp | 158.70%-147.4pp |
| Employer contribution / active EE | $6,048 | $3,249+86.1% | $3,560+69.9% | $2,705+123.6% |
| Participant deferral / active EE | $7,614 | $7,885-3.4% | $6,564+16.0% | $4,561+66.9% |
| Admin fee / account holder | $126 | $94+34.5% | $7,298-98.3% | $152-17.0% |