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 | $1,958,711 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,853 | $46,969-27.9% | $154,110-78.0% | $73,367-53.9% |
| Participation rate | 95.8% | 72.4%+23.5pp | 83.0%+12.8pp | 69.5%+26.4pp |
| Annual return | -4.98% | 821.68%-826.7pp | 735.22%-740.2pp | 173.45%-178.4pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $4,108 | $3,162+29.9% | $5,081-19.1% | $4,033+1.9% |
| Admin fee / account holder | $56 | $47+20.3% | $13,412-99.6% | $68-18.0% |