Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,454,731 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $75,000 |
DELOITTE & TOUCHE LLP6 years Service code 10 · EIN 13-3891517 | Accounting | $70,732 |
STOEL RIVES LLP7+ years Service code 29 · EIN 93-0408771 | Legal | $9,476 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,067 | $171,796-28.9% | $111,319+9.7% | $106,520+14.6% |
| Participation rate | 88.0% | 88.6%-0.6pp | 77.3%+10.7pp | 71.3%+16.7pp |
| Annual return | 15.23% | 18.62%-3.4pp | 54.68%-39.4pp | 19.28%-4.1pp |
| Employer contribution / active EE | $2,472 | $4,687-47.3% | $2,732-9.5% | $2,840-13.0% |
| Participant deferral / active EE | $4,908 | $7,845-37.4% | $4,488+9.4% | $4,948-0.8% |
| Admin fee / account holder | $82 | $69+18.2% | $7,966-99.0% | $75+10.0% |