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 | $187,452 |
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 | $70,794 | $96,403-26.6% | $93,621-24.4% | $77,775-9.0% |
| Participation rate | 92.6% | 87.6%+5.0pp | 75.8%+16.8pp | 73.2%+19.4pp |
| Annual return | 22.93% | 39.36%-16.4pp | 32.76%-9.8pp | 32.58%-9.6pp |
| Employer contribution / active EE | $2,836 | $3,616-21.6% | $2,719+4.3% | $2,504+13.3% |
| Participant deferral / active EE | $4,379 | $5,341-18.0% | $4,070+7.6% | $3,966+10.4% |
| Admin fee / account holder | $80 | $90-11.1% | $7,890-99.0% | $100-20.5% |