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 | $66,454 |
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 | $68,984 | $90,410-23.7% | $91,004-24.2% | $77,958-11.5% |
| Participation rate | 90.3% | 86.4%+3.9pp | 75.6%+14.7pp | 71.6%+18.6pp |
| Annual return | 18.21% | 21.34%-3.1pp | 4.60%+13.6pp | 20.87%-2.7pp |
| Employer contribution / active EE | $2,514 | $3,392-25.9% | $2,456+2.4% | $2,310+8.8% |
| Participant deferral / active EE | $3,990 | $4,816-17.2% | $3,548+12.5% | $3,537+12.8% |
| Admin fee / account holder | $31 | $79-60.8% | $5,417-99.4% | $97-68.2% |