Filed May 7, 1997
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 15 · EIN 84-0467907 | Recordkeeping | $1,000 |
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 | $96,124 | $74,462+29.1% | $81,988+17.2% | $90,274+6.5% |
| Participation rate | 82.8% | 69.7%+13.2pp | 69.3%+13.6pp | 73.4%+9.5pp |
| Annual return | 13.25% | 17.56%-4.3pp | 41.32%-28.1pp | 53.97%-40.7pp |
| Employer contribution / active EE | $2,717 | $2,334+16.4% | $2,499+8.7% | $2,523+7.7% |
| Participant deferral / active EE | $3,742 | $3,602+3.9% | $3,723+0.5% | $4,231-11.5% |
| Admin fee / account holder | $0 | $98-99.8% | $5,666-100.0% | $114-99.8% |