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 | $579,150 |
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 | $241,234 | $143,368+68.3% | $87,102+177.0% | $89,609+169.2% |
| Participation rate | 95.5% | 88.2%+7.3pp | 76.9%+18.6pp | 69.6%+25.9pp |
| Annual return | 24.06% | 28.55%-4.5pp | 28.19%-4.1pp | 33.65%-9.6pp |
| Employer contribution / active EE | $8,114 | $4,012+102.2% | $2,521+221.8% | $2,584+214.0% |
| Participant deferral / active EE | $15,847 | $7,129+122.3% | $4,048+291.4% | $4,222+275.3% |
| Admin fee / account holder | $18 | $61-70.3% | $7,493-99.8% | $72-74.8% |