Filed December 23, 1992
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 | $143,933 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,440 | $45,959-14.2% | $91,215-56.8% | $77,906-49.4% |
| Participation rate | 88.4% | 66.3%+22.1pp | 73.2%+15.2pp | 73.7%+14.7pp |
| Annual return | -18.32% | -5.32%-13.0pp | 114.15%-132.5pp | 12.16%-30.5pp |
| Employer contribution / active EE | $1,392 | $1,451-4.1% | $2,852-51.2% | $2,846-51.1% |
| Participant deferral / active EE | $2,914 | $3,283-11.2% | $4,234-31.2% | $4,805-39.4% |
| Admin fee / account holder | $70 | $99-29.4% | $5,424-98.7% | $133-47.4% |