Filed January 28, 2003 (most recent of 2 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 | $6,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,324 | $37,039+100.7% | $147,618-49.7% | $59,188+25.6% |
| Participation rate | 52.7% | 63.8%-11.0pp | 84.6%-31.9pp | 69.4%-16.7pp |
| Annual return | 1.92% | 7.19%-5.3pp | 61.98%-60.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,748 | $2,094+79.0% | $4,895-23.4% | $3,265+14.8% |
| Admin fee / account holder | $5 | $60-92.1% | $11,612-100.0% | $92-94.8% |