Filed May 5, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,591,291 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $57,382 | $86,496-33.7% | $80,977-29.1% | $329,111-82.6% |
| Participation rate | 89.2% | 80.0%+9.3pp | 75.8%+13.4pp | 67.9%+21.4pp |
| Annual return | 8.06% | 20.13%-12.1pp | 17.11%-9.0pp | 16.35%-8.3pp |
| Employer contribution / active EE | $989 | $2,395-58.7% | $3,715-73.4% | $2,303-57.1% |
| Participant deferral / active EE | $3,665 | $5,350-31.5% | $5,696-35.7% | $3,682-0.5% |
| Admin fee / account holder | $33 | $69-52.1% | $5,517-99.4% | $754-95.6% |