Filed October 24, 2013
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 | $111,224 |
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 | $228,121 | $103,918+119.5% | $94,677+140.9% | $80,187+184.5% |
| Participation rate | 75.8% | 85.8%-10.1pp | 80.8%-5.1pp | 72.9%+2.8pp |
| Annual return | 18.13% | 27.77%-9.6pp | 156.95%-138.8pp | 40.40%-22.3pp |
| Employer contribution / active EE | $6,383 | $3,539+80.4% | $3,673+73.8% | $2,980+114.2% |
| Participant deferral / active EE | $8,118 | $9,528-14.8% | $7,418+9.4% | $5,016+61.8% |
| Admin fee / account holder | $63 | $96-34.5% | $7,222-99.1% | $145-56.4% |