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 | $1,800,565 |
Service code 16 · EIN 53-0181291 | Consulting | $46,986 |
Form 5500 reported that benefits due were not provided when due.
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 | $127,115 | $80,242+58.4% | $119,628+6.3% | $89,433+42.1% |
| Participation rate | 92.2% | 78.3%+14.0pp | 79.3%+13.0pp | 71.3%+21.0pp |
| Annual return | 10.59% | -12.97%+23.6pp | -14.98%+25.6pp | -11.88%+22.5pp |
| Employer contribution / active EE | $2,951 | $2,684+9.9% | $4,232-30.3% | $3,021-2.3% |
| Participant deferral / active EE | $6,391 | $4,686+36.4% | $5,601+14.1% | $5,125+24.7% |
| Admin fee / account holder | $46 | $66-30.1% | $10,330-99.6% | $79-41.5% |