Filed November 26, 2007 (most recent of 2 filings on file)
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 | $1,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,660 | $65,322-4.1% | $70,492-11.1% | $73,501-14.7% |
| Participation rate | 94.2% | 77.0%+17.3pp | 75.1%+19.2pp | 70.7%+23.5pp |
| Annual return | 7.82% | 15.71%-7.9pp | 109.16%-101.3pp | 28.51%-20.7pp |
| Employer contribution / active EE | $1,403 | $2,460-43.0% | $2,738-48.8% | $2,270-38.2% |
| Participant deferral / active EE | $2,381 | $3,375-29.4% | $3,711-35.8% | $3,740-36.3% |
| Admin fee / account holder | $13 | $214-94.1% | $3,848-99.7% | $513-97.5% |