Filed December 7, 1999 (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 | $156,815 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142664 | Advisory (Plan) | $52,500 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $27,825 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,819 | $112,582+14.4% | $105,624+22.0% | $200,096-35.6% |
| Participation rate | 96.9% | 86.3%+10.6pp | 75.3%+21.6pp | 72.0%+24.8pp |
| Annual return | 17.35% | 15.58%+1.8pp | 116.20%-98.9pp | 34.26%-16.9pp |
| Employer contribution / active EE | $3,471 | $4,580-24.2% | $3,168+9.6% | $3,038+14.3% |
| Participant deferral / active EE | $8,534 | $6,655+28.2% | $5,013+70.3% | $5,090+67.7% |
| Admin fee / account holder | $89 | $107-16.6% | $10,961-99.2% | $269-66.9% |