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 | -$40,646 |
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 | $61,457 | $67,512-9.0% | $185,854-66.9% | $93,010-33.9% |
| Participation rate | 80.6% | 67.1%+13.4pp | 81.7%-1.2pp | 73.9%+6.7pp |
| Annual return | 13.31% | 21.04%-7.7pp | 122.12%-108.8pp | 158.70%-145.4pp |
| Employer contribution / active EE | $2,495 | $1,783+39.9% | $5,169-51.7% | $2,705-7.8% |
| Participant deferral / active EE | $2,810 | $3,035-7.4% | $5,569-49.5% | $4,561-38.4% |
| Admin fee / account holder | -$27 | $318-108.5% | $16,246-100.2% | $152-117.8% |