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 | $546,027 |
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).
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 | $219,706 | $100,921+117.7% | $82,312+166.9% | $177,276+23.9% |
| Participation rate | 95.6% | 86.9%+8.7pp | 76.9%+18.7pp | 74.8%+20.8pp |
| Annual return | 27.52% | 20.33%+7.2pp | 25.88%+1.6pp | 21.25%+6.3pp |
| Employer contribution / active EE | $7,258 | $3,145+130.7% | $2,428+198.9% | $2,479+192.8% |
| Participant deferral / active EE | $12,790 | $5,192+146.4% | $3,706+245.1% | $3,881+229.6% |
| Admin fee / account holder | $31 | $64-51.2% | $5,608-99.4% | $154-79.7% |