Filed June 13, 1995
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 | $348,452 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $140,642 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,596 | $118,464+183.3% | $96,564+247.5% | $103,657+223.8% |
| Participation rate | 99.8% | 89.0%+10.7pp | 76.0%+23.8pp | 73.4%+26.4pp |
| Annual return | 19.36% | 18.79%+0.6pp | 25.89%-6.5pp | 33.13%-13.8pp |
| Employer contribution / active EE | $11,062 | $4,210+162.7% | $2,967+272.9% | $3,216+244.0% |
| Participant deferral / active EE | $16,471 | $7,277+126.3% | $4,852+239.5% | $5,218+215.7% |
| Admin fee / account holder | $48 | $81-40.5% | $8,256-99.4% | $114-57.7% |