Filed February 21, 2000 (most recent of 2 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 | $2,599,212 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $128,019 |
BKD, LLP7+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,169 | $51,728-43.6% | $80,793-63.9% | $106,520-72.6% |
| Participation rate | 21.8% | 33.9%-12.1pp | 54.2%-32.4pp | 71.3%-49.5pp |
| Annual return | 14.49% | 32.29%-17.8pp | 87.33%-72.8pp | 19.28%-4.8pp |
| Employer contribution / active EE | $171 | $460-62.7% | $1,160-85.2% | $2,840-94.0% |
| Participant deferral / active EE | $644 | $1,076-40.2% | $2,144-70.0% | $4,948-87.0% |
| Admin fee / account holder | $56 | $80-30.5% | $3,375-98.3% | $75-25.0% |