Filed March 30, 2007 (most recent of 5 filings on file)
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 | $10,117 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,047 | $58,910-76.2% | $178,510-92.1% | $73,501-80.9% |
| Participation rate | 71.7% | 66.2%+5.5pp | 81.9%-10.2pp | 70.7%+1.0pp |
| Annual return | 19.29% | 24.86%-5.6pp | 151.13%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $112 | $2,236-95.0% | $5,011-97.8% | $2,270-95.1% |
| Participant deferral / active EE | $830 | $2,568-67.7% | $5,202-84.0% | $3,740-77.8% |
| Admin fee / account holder | $67 | $400-83.4% | $13,988-99.5% | $513-87.0% |