Filed April 26, 2006 (most recent of 4 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 · EIN 04-2647786 | Loan Processing | $570,317 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,393 | $47,634-36.2% | $90,468-66.4% | $90,274-66.3% |
| Participation rate | 95.2% | 67.5%+27.7pp | 72.7%+22.5pp | 73.4%+21.8pp |
| Annual return | 22.53% | 19.61%+2.9pp | 1294.94%-1272.4pp | 53.97%-31.4pp |
| Employer contribution / active EE | $2,777 | $1,749+58.8% | $3,264-14.9% | $2,523+10.1% |
| Participant deferral / active EE | $4,667 | $2,824+65.2% | $3,964+17.7% | $4,231+10.3% |
| Admin fee / account holder | $92 | $106-13.6% | $5,614-98.4% | $114-19.7% |