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 | $3,468,190 |
AON CONSULTING2 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $100,000 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $11,000 |
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 | $22,701 | $41,203-44.9% | $61,629-63.2% | $89,433-74.6% |
| Participation rate | 24.7% | 35.4%-10.7pp | 52.6%-27.9pp | 71.3%-46.6pp |
| Annual return | -14.63% | -14.63%0pp | 339.09%-353.7pp | -11.88%-2.7pp |
| Employer contribution / active EE | $213 | $603-64.6% | $1,160-81.6% | $3,021-92.9% |
| Participant deferral / active EE | $788 | $1,367-42.4% | $2,124-62.9% | $5,125-84.6% |
| Admin fee / account holder | $76 | $74+2.7% | $2,132-96.5% | $79-4.8% |