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 | $187,280 |
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 | $74,944 | $105,190-28.8% | $98,920-24.2% | $90,274-17.0% |
| Participation rate | 90.5% | 86.4%+4.2pp | 76.0%+14.5pp | 73.4%+17.2pp |
| Annual return | 15.53% | 18.52%-3.0pp | 196.47%-180.9pp | 53.97%-38.4pp |
| Employer contribution / active EE | $2,767 | $3,831-27.8% | $2,689+2.9% | $2,523+9.7% |
| Participant deferral / active EE | $4,326 | $5,616-23.0% | $4,245+1.9% | $4,231+2.3% |
| Admin fee / account holder | $78 | $97-19.5% | $6,643-98.8% | $114-31.3% |