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 | $67,549 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,439 | $82,279-26.5% | $78,002-22.5% | $63,975-5.5% |
| Participation rate | 88.2% | 84.7%+3.6pp | 75.5%+12.7pp | 71.1%+17.1pp |
| Annual return | 8.36% | 11.20%-2.8pp | 425.99%-417.6pp | 48.65%-40.3pp |
| Employer contribution / active EE | $2,495 | $3,297-24.3% | $2,470+1.0% | $2,182+14.4% |
| Participant deferral / active EE | $3,717 | $4,538-18.1% | $3,497+6.3% | $3,356+10.7% |
| Admin fee / account holder | $33 | $81-59.9% | $5,481-99.4% | $70-53.7% |