Filed March 23, 2009 (most recent of 5 filings on file)
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 | $1,735,706 |
FIDUCIARYVEST LLC2+ years Filed as: FIDUCIARYVEST Service code 16 · EIN 20-2217636 | Consulting | $140,565 |
Filed as: WILKINS FINSTON FRIEDMAN LAW GROUP Service code 29 · EIN 27-5546855 | Legal | $24,448 |
NEEMA MAILING, INC1 year Service code 99 · EIN 01-0918753 | Other Fees | $18,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,170 | $49,270-6.3% | $156,551-70.5% | $329,111-86.0% |
| Participation rate | 62.3% | 68.1%-5.8pp | 84.0%-21.7pp | 67.9%-5.5pp |
| Annual return | 8.41% | 23.25%-14.8pp | 32.23%-23.8pp | 16.35%-7.9pp |
| Employer contribution / active EE | $1,010 | $1,534-34.2% | $5,501-81.6% | $2,303-56.2% |
| Participant deferral / active EE | $3,228 | $2,920+10.5% | $4,871-33.7% | $3,682-12.3% |
| Admin fee / account holder | $31 | $51-37.9% | $13,028-99.8% | $754-95.8% |