Filed November 5, 2013 (most recent of 10 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,412,315 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $275,063 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $48,220 | $73,283-34.2% | $155,556-69.0% | $106,553-54.7% |
| Participation rate | 93.2% | 73.3%+19.9pp | 78.2%+14.9pp | 69.8%+23.3pp |
| Annual return | 13.56% | 15.76%-2.2pp | 64.84%-51.3pp | 17.37%-3.8pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $5,296 | $4,567+16.0% | $5,631-5.9% | $5,562-4.8% |
| Admin fee / account holder | $51 | $56-8.3% | $15,885-99.7% | $80-35.6% |