Filed November 26, 1997 (most recent of 3 filings on file)
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 | $1,038,070 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,694 | $53,684-13.0% | $170,435-72.6% | $80,976-42.3% |
| Participation rate | 91.8% | 69.2%+22.7pp | 83.6%+8.2pp | 68.3%+23.6pp |
| Annual return | 19.55% | 25.97%-6.4pp | 205.94%-186.4pp | 22.91%-3.4pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $6,499 | $3,017+115.4% | $4,939+31.6% | $3,848+68.9% |
| Admin fee / account holder | $39 | $46-16.2% | $13,881-99.7% | $67-42.4% |