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 | $197,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,031 | $114,195-31.7% | $106,554-26.8% | $93,010-16.1% |
| Participation rate | 94.0% | 86.4%+7.7pp | 76.1%+17.9pp | 73.9%+20.1pp |
| Annual return | 15.48% | 22.18%-6.7pp | 26.80%-11.3pp | 158.70%-143.2pp |
| Employer contribution / active EE | $2,883 | $4,009-28.1% | $2,819+2.3% | $2,705+6.6% |
| Participant deferral / active EE | $4,607 | $5,908-22.0% | $4,398+4.7% | $4,561+1.0% |
| Admin fee / account holder | $76 | $105-27.2% | $7,408-99.0% | $152-49.7% |