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 | $151,854 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $243,954 | $115,744+110.8% | $100,415+142.9% | $200,096+21.9% |
| Participation rate | 75.0% | 85.7%-10.7pp | 81.5%-6.5pp | 72.0%+3.0pp |
| Annual return | 13.10% | 17.79%-4.7pp | 49.47%-36.4pp | 34.26%-21.2pp |
| Employer contribution / active EE | $6,617 | $3,657+80.9% | $3,943+67.8% | $3,038+117.8% |
| Participant deferral / active EE | $8,352 | $9,844-15.2% | $8,091+3.2% | $5,090+64.1% |
| Admin fee / account holder | $83 | $93-10.1% | $7,906-98.9% | $269-69.0% |