Filed June 28, 2006
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 | $5,539 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $34,408 | $37,213-7.5% | $156,551-78.0% | $63,975-46.2% |
| Participation rate | 70.6% | 65.0%+5.7pp | 84.0%-13.4pp | 71.1%-0.5pp |
| Annual return | 5.79% | 47.89%-42.1pp | 32.23%-26.4pp | 48.65%-42.9pp |
| Employer contribution / active EE | $1,659 | $1,357+22.2% | $5,501-69.9% | $2,182-24.0% |
| Participant deferral / active EE | $1,393 | $2,070-32.7% | $4,871-71.4% | $3,356-58.5% |
| Admin fee / account holder | $4 | $56-92.5% | $13,028-100.0% | $70-94.0% |