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 | $303,608 |
JONES DAY1 year Service code 29 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Legal | $37,361 |
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 | $133,382 | $136,310-2.1% | $98,462+35.5% | $103,657+28.7% |
| Participation rate | 95.9% | 89.2%+6.6pp | 75.2%+20.7pp | 73.4%+22.5pp |
| Annual return | 20.00% | 19.67%+0.3pp | 21.20%-1.2pp | 33.13%-13.1pp |
| Employer contribution / active EE | $4,731 | $4,714+0.4% | $3,049+55.2% | $3,216+47.1% |
| Participant deferral / active EE | $6,955 | $7,358-5.5% | $4,738+46.8% | $5,218+33.3% |
| Admin fee / account holder | $49 | $76-35.6% | $8,875-99.4% | $114-57.0% |