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 | $6,497 |
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 | $39,169 | $44,989-12.9% | $170,435-77.0% | $77,958-49.8% |
| Participation rate | 76.1% | 64.6%+11.5pp | 83.6%-7.5pp | 71.6%+4.5pp |
| Annual return | 17.04% | 19.61%-2.6pp | 205.94%-188.9pp | 20.87%-3.8pp |
| Employer contribution / active EE | $1,758 | $1,466+19.9% | $5,432-67.6% | $2,310-23.9% |
| Participant deferral / active EE | $1,614 | $2,208-26.9% | $4,939-67.3% | $3,537-54.4% |
| Admin fee / account holder | $5 | $69-93.3% | $13,881-100.0% | $97-95.2% |