Filed April 24, 1995 (most recent of 3 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 | $203,610 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,630 | $78,852+12.4% | $76,768+15.5% | $75,289+17.7% |
| Participation rate | 88.9% | 85.0%+4.0pp | 77.0%+12.0pp | 72.4%+16.5pp |
| Annual return | -6.28% | -1.29%-5.0pp | 2.43%-8.7pp | -0.04%-6.2pp |
| Employer contribution / active EE | $4,324 | $2,794+54.7% | $2,485+74.0% | $2,405+79.8% |
| Participant deferral / active EE | $6,774 | $4,800+41.1% | $3,852+75.9% | $3,739+81.2% |
| Admin fee / account holder | $70 | $79-10.8% | $6,676-98.9% | $102-31.2% |