Filed October 23, 2008
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 | $374,182 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,780 | $82,204-32.1% | $99,489-43.9% | $82,204-32.1% |
| Participation rate | 94.0% | 73.4%+20.6pp | 73.8%+20.2pp | 73.4%+20.6pp |
| Annual return | 26.36% | 26.31%0pp | 30.72%-4.4pp | 26.31%0pp |
| Employer contribution / active EE | $1,635 | $2,707-39.6% | $2,541-35.7% | $2,707-39.6% |
| Participant deferral / active EE | $5,795 | $4,246+36.5% | $3,619+60.1% | $4,246+36.5% |
| Admin fee / account holder | $44 | $76-41.9% | $6,254-99.3% | $76-41.9% |