Filed September 23, 1996
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 | $417,365 |
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 | $150,339 | $153,784-2.2% | $105,624+42.3% | $99,313+51.4% |
| Participation rate | 96.0% | 92.3%+3.7pp | 75.3%+20.7pp | 71.7%+24.3pp |
| Annual return | 16.45% | 14.98%+1.5pp | 116.20%-99.8pp | 17.67%-1.2pp |
| Employer contribution / active EE | $4,817 | $5,293-9.0% | $3,168+52.1% | $3,264+47.6% |
| Participant deferral / active EE | $7,191 | $8,286-13.2% | $5,013+43.5% | $5,346+34.5% |
| Admin fee / account holder | $62 | $77-19.5% | $10,961-99.4% | $109-42.9% |