Filed May 20, 2002
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 | $27,352 |
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 | $429,308 | $331,159+29.6% | $112,504+281.6% | $74,478+476.4% |
| Participation rate | 98.4% | 81.4%+17.0pp | 80.6%+17.8pp | 70.7%+27.7pp |
| Annual return | 31.90% | 21.62%+10.3pp | 34.13%-2.2pp | 34.37%-2.5pp |
| Employer contribution / active EE | $4,453 | $5,469-18.6% | $4,571-2.6% | $2,637+68.9% |
| Participant deferral / active EE | $14,866 | $8,097+83.6% | $6,522+127.9% | $4,530+228.2% |
| Admin fee / account holder | $21 | $281-92.5% | $7,048-99.7% | $347-93.9% |