Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,089,389 |
STOEL RIVES LLP1 year Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $77,717 |
MULTNOMAH GROUP8 years Service code 16 · EIN 20-0361079 | Consulting | $75,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $52,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,944 | $161,802-36.4% | $96,564+6.6% | $96,393+6.8% |
| Participation rate | 90.3% | 92.5%-2.2pp | 76.0%+14.3pp | 71.3%+19.0pp |
| Annual return | 21.35% | 18.41%+2.9pp | 25.89%-4.5pp | 22.88%-1.5pp |
| Employer contribution / active EE | $3,087 | $5,381-42.6% | $2,967+4.1% | $3,239-4.7% |
| Participant deferral / active EE | $5,500 | $8,927-38.4% | $4,852+13.4% | $5,455+0.8% |
| Admin fee / account holder | $56 | $61-7.5% | $8,256-99.3% | $74-23.8% |