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 | $1,525,172 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $93,024 | $94,554-1.6% | $133,982-30.6% | $106,273-12.5% |
| Participation rate | 98.2% | 76.2%+22.0pp | 79.8%+18.3pp | 70.8%+27.4pp |
| Annual return | -3.33% | 16.55%-19.9pp | 45.10%-48.4pp | 21.70%-25.0pp |
| Employer contribution / active EE | $3,250 | $2,503+29.9% | $3,919-17.1% | $2,722+19.4% |
| Participant deferral / active EE | $6,110 | $4,130+48.0% | $5,047+21.1% | $4,601+32.8% |
| Admin fee / account holder | $40 | $69-42.4% | $8,930-99.6% | $78-49.3% |