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 | $111,591 |
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 | $58,735 | $50,169+17.1% | $149,740-60.8% | $80,187-26.8% |
| Participation rate | 85.7% | 64.3%+21.4pp | 78.8%+6.9pp | 72.9%+12.8pp |
| Annual return | 19.85% | 29.82%-10.0pp | 134.51%-114.7pp | 40.40%-20.5pp |
| Employer contribution / active EE | $3,396 | $1,869+81.7% | $4,821-29.6% | $2,980+14.0% |
| Participant deferral / active EE | $3,322 | $3,194+4.0% | $5,683-41.6% | $5,016-33.8% |
| Admin fee / account holder | $67 | $153-56.0% | $13,222-99.5% | $145-53.7% |