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 | $847,089 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,698 | $164,350+86.0% | $95,968+218.5% | $106,273+187.7% |
| Participation rate | 98.6% | 90.5%+8.2pp | 77.1%+21.5pp | 70.8%+27.8pp |
| Annual return | 22.29% | 14.56%+7.7pp | 91.65%-69.4pp | 21.70%+0.6pp |
| Employer contribution / active EE | $9,136 | $4,292+112.9% | $2,542+259.5% | $2,722+235.6% |
| Participant deferral / active EE | $19,975 | $7,854+154.3% | $4,167+379.4% | $4,601+334.1% |
| Admin fee / account holder | $36 | $65-45.6% | $6,798-99.5% | $78-54.5% |