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 | $2,063,122 |
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 | $62,820 | $68,062-7.7% | $185,854-66.2% | $106,520-41.0% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.7%+8.7pp | 71.3%+19.1pp |
| Annual return | 33.00% | 18.20%+14.8pp | 122.12%-89.1pp | 19.28%+13.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $5,200 | $3,990+30.3% | $5,569-6.6% | $4,948+5.1% |
| Admin fee / account holder | $56 | $53+6.4% | $16,246-99.7% | $75-24.7% |