Filed March 30, 2007 (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 | $9,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,444 | $52,967-76.5% | $172,757-92.8% | $65,188-80.9% |
| Participation rate | 68.4% | 66.2%+2.2pp | 82.6%-14.3pp | 70.2%-1.8pp |
| Annual return | 26.31% | 30.12%-3.8pp | 803.06%-776.7pp | 29.38%-3.1pp |
| Employer contribution / active EE | $471 | $2,190-78.5% | $5,144-90.9% | $2,177-78.4% |
| Participant deferral / active EE | $1,149 | $2,471-53.5% | $5,198-77.9% | $3,514-67.3% |
| Admin fee / account holder | $70 | $472-85.1% | $13,956-99.5% | $847-91.7% |