Filed August 7, 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 |
|---|---|---|
NWPS3 years Service code 37 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Loan Processing | $41,556 |
THE PFE GROUP4 years Service code 15 · EIN 52-1199550 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Recordkeeping | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,353 | $82,163-49.7% | $125,381-67.0% | $64,819-36.2% |
| Participation rate | 59.5% | 77.9%-18.4pp | 82.4%-22.9pp | 71.5%-12.0pp |
| Annual return | -14.10% | 3.49%-17.6pp | 572.31%-586.4pp | 32.84%-46.9pp |
| Employer contribution / active EE | $2,508 | $3,616-30.6% | $4,815-47.9% | $2,507+0.1% |
| Participant deferral / active EE | $2,561 | $7,175-64.3% | $7,448-65.6% | $4,311-40.6% |
| Admin fee / account holder | $181 | $163+10.9% | $10,007-98.2% | $188-3.6% |