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 | $1,658,443 |
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 | $95,417 | $68,062+40.2% | $185,854-48.7% | $106,520-10.4% |
| Participation rate | 99.7% | 75.2%+24.5pp | 81.7%+18.0pp | 71.3%+28.4pp |
| Annual return | 14.44% | 18.20%-3.8pp | 122.12%-107.7pp | 19.28%-4.8pp |
| Employer contribution / active EE | $602 | $1,997-69.9% | $5,169-88.4% | $2,840-78.8% |
| Participant deferral / active EE | $9,642 | $3,990+141.6% | $5,569+73.1% | $4,948+94.9% |
| Admin fee / account holder | $25 | $53-52.9% | $16,246-99.8% | $75-66.7% |