Filed October 10, 1997
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,228 |
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $46,260 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,394 | $103,024-14.2% | $112,040-21.1% | $79,634+11.0% |
| Participation rate | 99.0% | 80.6%+18.5pp | 76.5%+22.5pp | 62.5%+36.5pp |
| Annual return | 13.45% | 17.60%-4.2pp | 24.52%-11.1pp | 36.46%-23.0pp |
| Employer contribution / active EE | $3,919 | $3,015+30.0% | $2,954+32.7% | $2,529+54.9% |
| Participant deferral / active EE | $3,669 | $5,233-29.9% | $5,098-28.0% | $3,835-4.3% |
| Admin fee / account holder | $169 | $465-63.7% | $12,098-98.6% | $1,002-83.2% |