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 | $177,593 |
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 | $36,852 | $46,516-20.8% | $147,618-75.0% | $69,651-47.1% |
| Participation rate | 92.9% | 65.8%+27.1pp | 84.6%+8.3pp | 66.6%+26.4pp |
| Annual return | 1.86% | 9.48%-7.6pp | 61.98%-60.1pp | 53.77%-51.9pp |
| Employer contribution / active EE | $623 | $1,393-55.3% | $5,564-88.8% | $2,241-72.2% |
| Participant deferral / active EE | $5,903 | $2,719+117.1% | $4,895+20.6% | $3,635+62.4% |
| Admin fee / account holder | $4 | $45-90.6% | $11,612-100.0% | $63-93.4% |