Filed March 27, 2011
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 | $178,880 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,716 | $98,217+6.6% | $105,754-1.0% | $63,975+63.7% |
| Participation rate | 98.7% | 81.9%+16.8pp | 78.9%+19.8pp | 71.1%+27.6pp |
| Annual return | 8.51% | 20.18%-11.7pp | 12.25%-3.7pp | 48.65%-40.1pp |
| Employer contribution / active EE | $8,037 | $4,802+67.4% | $4,079+97.0% | $2,182+268.4% |
| Participant deferral / active EE | $5,971 | $6,019-0.8% | $5,326+12.1% | $3,356+77.9% |
| Admin fee / account holder | $76 | $70+8.9% | $8,309-99.1% | $70+7.9% |