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 | $2,430,701 |
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 | $60,779 | $58,202+4.4% | $172,757-64.8% | $89,609-32.2% |
| Participation rate | 96.5% | 72.8%+23.6pp | 82.6%+13.8pp | 69.6%+26.9pp |
| Annual return | 23.68% | 61.59%-37.9pp | 803.06%-779.4pp | 33.65%-10.0pp |
| Employer contribution / active EE | $591 | $1,759-66.4% | $5,144-88.5% | $2,584-77.1% |
| Participant deferral / active EE | $7,875 | $3,335+136.1% | $5,198+51.5% | $4,222+86.5% |
| Admin fee / account holder | $31 | $53-40.3% | $13,956-99.8% | $72-56.2% |