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 | $478,873 |
Service code 10 · EIN 74-1695589 | Accounting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,275 | $43,236-25.4% | $82,768-61.0% | $77,906-58.6% |
| Participation rate | 89.8% | 64.2%+25.6pp | 72.6%+17.2pp | 73.7%+16.1pp |
| Annual return | -17.25% | 2.40%-19.6pp | 702.70%-720.0pp | 12.16%-29.4pp |
| Employer contribution / active EE | $1,688 | $1,924-12.3% | $3,008-43.9% | $2,846-40.7% |
| Participant deferral / active EE | $5,206 | $3,069+69.6% | $4,395+18.5% | $4,805+8.3% |
| Admin fee / account holder | $81 | $102-20.8% | $5,326-98.5% | $133-38.7% |