Filed September 18, 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 | -$324,054 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $338,139 | $80,211+321.6% | $74,184+355.8% | $63,975+428.6% |
| Participation rate | 94.5% | 84.2%+10.4pp | 76.6%+17.9pp | 71.1%+23.4pp |
| Annual return | 94.99% | 14.13%+80.9pp | 17.74%+77.3pp | 48.65%+46.3pp |
| Employer contribution / active EE | $6,853 | $2,553+168.4% | $2,370+189.2% | $2,182+214.1% |
| Participant deferral / active EE | $11,841 | $4,370+171.0% | $3,550+233.6% | $3,356+252.8% |
| Admin fee / account holder | $20 | $67-69.9% | $5,586-99.6% | $70-71.3% |