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 | $842,323 |
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 | $137,158 | $96,807+41.7% | $165,100-16.9% | $106,553+28.7% |
| Participation rate | 97.8% | 79.1%+18.7pp | 78.6%+19.2pp | 69.8%+28.0pp |
| Annual return | 23.95% | 17.39%+6.6pp | 70.21%-46.3pp | 17.37%+6.6pp |
| Employer contribution / active EE | $3,769 | $2,888+30.5% | $4,348-13.3% | $3,359+12.2% |
| Participant deferral / active EE | $7,989 | $5,055+58.0% | $6,035+32.4% | $5,562+43.6% |
| Admin fee / account holder | $31 | $66-52.2% | $12,696-99.8% | $80-60.6% |