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 | $170,676 |
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 | $59,785 | $134,045-55.4% | $80,022-25.3% | $75,289-20.6% |
| Participation rate | 91.4% | 85.8%+5.6pp | 75.8%+15.5pp | 72.4%+18.9pp |
| Annual return | -3.65% | -0.56%-3.1pp | 11.22%-14.9pp | -0.04%-3.6pp |
| Employer contribution / active EE | $2,534 | $3,492-27.4% | $2,468+2.7% | $2,405+5.4% |
| Participant deferral / active EE | $4,139 | $4,976-16.8% | $3,686+12.3% | $3,739+10.7% |
| Admin fee / account holder | $74 | $124-40.6% | $6,521-98.9% | $102-28.1% |