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 | $1,742,854 |
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 | $127,827 | $107,401+19.0% | $146,649-12.8% | $106,520+20.0% |
| Participation rate | 94.8% | 78.6%+16.2pp | 80.1%+14.8pp | 71.3%+23.5pp |
| Annual return | 46.11% | 18.50%+27.6pp | 22.75%+23.4pp | 19.28%+26.8pp |
| Employer contribution / active EE | $2,652 | $2,794-5.1% | $4,137-35.9% | $2,840-6.6% |
| Participant deferral / active EE | $6,195 | $4,619+34.1% | $5,506+12.5% | $4,948+25.2% |
| Admin fee / account holder | $47 | $65-28.0% | $10,281-99.5% | $75-37.5% |