Filed January 18, 2006 (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 | $312,052 |
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $276,299 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $177,244 | $78,852+124.8% | $76,768+130.9% | $75,289+135.4% |
| Participation rate | 98.3% | 85.0%+13.4pp | 77.0%+21.4pp | 72.4%+25.9pp |
| Annual return | -3.60% | -1.29%-2.3pp | 2.43%-6.0pp | -0.04%-3.6pp |
| Employer contribution / active EE | $7,413 | $2,794+165.3% | $2,485+198.3% | $2,405+208.2% |
| Participant deferral / active EE | $10,904 | $4,800+127.2% | $3,852+183.1% | $3,739+191.7% |
| Admin fee / account holder | $81 | $79+2.4% | $6,676-98.8% | $102-21.0% |