Filed December 5, 2013
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 | $114,987 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,533 | $78,852+27.5% | $76,768+31.0% | $75,289+33.5% |
| Participation rate | 97.5% | 85.0%+12.5pp | 77.0%+20.5pp | 72.4%+25.1pp |
| Annual return | -1.28% | -1.29%0pp | 2.43%-3.7pp | -0.04%-1.2pp |
| Employer contribution / active EE | $4,640 | $2,794+66.1% | $2,485+86.7% | $2,405+92.9% |
| Participant deferral / active EE | $6,359 | $4,800+32.5% | $3,852+65.1% | $3,739+70.1% |
| Admin fee / account holder | $18 | $79-76.8% | $6,676-99.7% | $102-82.1% |