Filed August 11, 2012 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $215,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,516 | $199,768-70.7% | $69,701-16.0% | $199,768-70.7% |
| Participation rate | 45.9% | 72.0%-26.1pp | 66.4%-20.5pp | 72.0%-26.1pp |
| Annual return | 14.70% | 34.26%-19.6pp | 100.32%-85.6pp | 34.26%-19.6pp |
| Employer contribution / active EE | $770 | $3,037-74.6% | $1,713-55.0% | $3,037-74.6% |
| Participant deferral / active EE | $2,558 | $5,090-49.7% | $2,887-11.4% | $5,090-49.7% |
| Admin fee / account holder | $118 | $269-56.2% | $4,717-97.5% | $269-56.2% |