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 | Loan Processing | $1,100 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,377 | $60,989+15.4% | $60,919+15.5% | $66,954+5.1% |
| Participation rate | 91.4% | 74.5%+16.9pp | 73.1%+18.3pp | 69.8%+21.5pp |
| Annual return | -16.30% | -9.60%-6.7pp | 16.98%-33.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $13 | $338-96.0% | $3,226-99.6% | $594-97.7% |