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 | -$892,740 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $413,766 | $95,388+333.8% | $125,401+230.0% | $77,906+431.1% |
| Participation rate | 91.9% | 78.6%+13.3pp | 82.4%+9.5pp | 73.7%+18.2pp |
| Annual return | -17.90% | 116.19%-134.1pp | 572.53%-590.4pp | 12.16%-30.1pp |
| Employer contribution / active EE | $12,648 | $3,666+245.0% | $4,816+162.6% | $2,846+344.4% |
| Participant deferral / active EE | $13,157 | $7,711+70.6% | $7,448+76.6% | $4,805+173.8% |
| Admin fee / account holder | -$274 | $119-330.1% | $10,008-102.7% | $133-306.3% |