Filed December 18, 2002
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 | -$1,018,937 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $529,334 | $120,450+339.5% | $159,495+231.9% | $93,010+469.1% |
| Participation rate | 91.3% | 78.0%+13.4pp | 82.8%+8.5pp | 73.9%+17.4pp |
| Annual return | 16.51% | 27.11%-10.6pp | 263.72%-247.2pp | 158.70%-142.2pp |
| Employer contribution / active EE | $12,030 | $3,526+241.2% | $4,831+149.0% | $2,705+344.7% |
| Participant deferral / active EE | $13,011 | $7,283+78.7% | $7,354+76.9% | $4,561+185.3% |
| Admin fee / account holder | $0 | $137-100.0% | $10,804-100.0% | $152-100.0% |