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 | -$40,385 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $48,780 | $45,000+8.4% | $143,801-66.1% | $77,906-37.4% |
| Participation rate | 84.0% | 66.8%+17.1pp | 80.3%+3.6pp | 73.7%+10.3pp |
| Annual return | -18.05% | 29.03%-47.1pp | -0.04%-18.0pp | 12.16%-30.2pp |
| Employer contribution / active EE | $3,143 | $1,870+68.1% | $4,952-36.5% | $2,846+10.4% |
| Participant deferral / active EE | $3,135 | $3,157-0.7% | $5,639-44.4% | $4,805-34.8% |
| Admin fee / account holder | -$25 | $98-125.2% | $14,680-100.2% | $133-118.7% |