Filed December 23, 1992
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 | $172,542 |
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 | $47,977 | $52,090-7.9% | $95,763-49.9% | $80,187-40.2% |
| Participation rate | 87.9% | 67.0%+20.9pp | 72.3%+15.7pp | 72.9%+15.0pp |
| Annual return | 20.69% | 23.29%-2.6pp | 28.43%-7.7pp | 40.40%-19.7pp |
| Employer contribution / active EE | $839 | $1,548-45.8% | $2,836-70.4% | $2,980-71.9% |
| Participant deferral / active EE | $2,955 | $3,266-9.5% | $4,244-30.4% | $5,016-41.1% |
| Admin fee / account holder | $88 | $96-8.6% | $5,669-98.5% | $145-39.5% |