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 | $2,377,379 |
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 | $44,835 | $68,330-34.4% | $149,740-70.1% | $96,393-53.5% |
| Participation rate | 94.5% | 74.6%+19.9pp | 78.8%+15.7pp | 71.3%+23.2pp |
| Annual return | 18.02% | 29.64%-11.6pp | 134.51%-116.5pp | 22.88%-4.9pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $5,215 | $4,422+17.9% | $5,683-8.2% | $5,455-4.4% |
| Admin fee / account holder | $48 | $52-8.2% | $13,222-99.6% | $74-35.4% |