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 | $2,158,070 |
ADP BROKER-DEALER3 years Filed as: ADP INC Service code 49 · EIN 13-3036745 | Other Services | $14,080 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER AND TIDWELL, L.L.P Service code 10 · EIN 75-0786316 | Accounting | $12,000 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 72 · EIN 13-2834413 | Other investment fees and expenses | $8,325 |
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 | $87,944 | $94,554-7.0% | $133,982-34.4% | $106,273-17.2% |
| Participation rate | 93.7% | 76.2%+17.5pp | 79.8%+13.8pp | 70.8%+22.9pp |
| Annual return | 20.40% | 16.55%+3.8pp | 45.10%-24.7pp | 21.70%-1.3pp |
| Employer contribution / active EE | $3,814 | $2,503+52.4% | $3,919-2.7% | $2,722+40.1% |
| Participant deferral / active EE | $5,209 | $4,130+26.1% | $5,047+3.2% | $4,601+13.2% |
| Admin fee / account holder | $45 | $69-34.2% | $8,930-99.5% | $78-42.1% |