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 | -$39,774 |
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 | $54,441 | $56,095-2.9% | $178,510-69.5% | $90,274-39.7% |
| Participation rate | 79.5% | 65.6%+14.0pp | 81.9%-2.4pp | 73.4%+6.2pp |
| Annual return | 19.18% | 28.81%-9.6pp | 151.13%-131.9pp | 53.97%-34.8pp |
| Employer contribution / active EE | $2,477 | $1,572+57.5% | $5,011-50.6% | $2,523-1.9% |
| Participant deferral / active EE | $2,371 | $2,669-11.1% | $5,202-54.4% | $4,231-43.9% |
| Admin fee / account holder | -$26 | $101-126.2% | $13,988-100.2% | $114-123.1% |