Filed December 29, 2011 (most recent of 4 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 | $2,196,965 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 49 · EIN 13-3036745 | Other Services | $22,433 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P Service code 49 · EIN 75-0786316 | Other Services | $21,591 |
MERCER4+ years Service code 72 · EIN 13-2834414 | Other investment fees and expenses | $7,500 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,738 | $100,545-33.6% | $110,243-39.5% | $73,367-9.0% |
| Participation rate | 93.5% | 67.8%+25.7pp | 79.8%+13.7pp | 69.5%+24.0pp |
| Annual return | -3.83% | -1.49%-2.3pp | 314.76%-318.6pp | 173.45%-177.3pp |
| Employer contribution / active EE | $3,881 | $2,405+61.4% | $3,827+1.4% | $2,499+55.3% |
| Participant deferral / active EE | $4,431 | $3,439+28.9% | $4,672-5.2% | $4,033+9.9% |
| Admin fee / account holder | $48 | $81-41.0% | $8,548-99.4% | $68-30.4% |