Filed June 19, 1995
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 | $2,127,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,766 | $79,480+38.1% | $108,582+1.1% | $329,111-66.6% |
| Participation rate | 80.5% | 72.0%+8.4pp | 79.6%+0.9pp | 67.9%+12.6pp |
| Annual return | -8.80% | 18.07%-26.9pp | -51.70%+42.9pp | 16.35%-25.2pp |
| Employer contribution / active EE | $2,757 | $2,317+19.0% | $3,758-26.7% | $2,303+19.7% |
| Participant deferral / active EE | $6,362 | $3,243+96.2% | $4,311+47.6% | $3,682+72.8% |
| Admin fee / account holder | $63 | $68-6.6% | $7,645-99.2% | $754-91.6% |