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 | $2,153,206 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,867 | $66,513-29.5% | $178,510-73.7% | $106,273-55.9% |
| Participation rate | 96.2% | 73.8%+22.4pp | 81.9%+14.2pp | 70.8%+25.4pp |
| Annual return | 16.73% | 21.81%-5.1pp | 151.13%-134.4pp | 21.70%-5.0pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $4,699 | $3,679+27.7% | $5,202-9.7% | $4,601+2.1% |
| Admin fee / account holder | $57 | $53+7.0% | $13,988-99.6% | $78-27.0% |