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 | $1,841,094 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER AND TIDWELL, L.L.P Service code 10 · EIN 75-0786316 | Accounting | $34,310 |
MERCER1 year Filed as: MERCER (US) INC Service code 49 · EIN 13-2834414 | Other Services | $6,000 |
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 | $102,263 | $107,401-4.8% | $146,649-30.3% | $106,520-4.0% |
| Participation rate | 87.9% | 78.6%+9.2pp | 80.1%+7.8pp | 71.3%+16.5pp |
| Annual return | 15.72% | 18.50%-2.8pp | 22.75%-7.0pp | 19.28%-3.6pp |
| Employer contribution / active EE | $3,530 | $2,794+26.4% | $4,137-14.7% | $2,840+24.3% |
| Participant deferral / active EE | $4,839 | $4,619+4.8% | $5,506-12.1% | $4,948-2.2% |
| Admin fee / account holder | $41 | $65-37.2% | $10,281-99.6% | $75-45.5% |