Filed April 18, 2014 (most recent of 4 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 | -$15,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,871 | $142,409-43.9% | $119,628-33.2% | $134,554-40.6% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -21.01% | -12.46%-8.6pp | -14.98%-6.0pp | 418.46%-439.5pp |
| Employer contribution / active EE | $3,984 | $5,224-23.7% | $4,232-5.9% | $4,742-16.0% |
| Participant deferral / active EE | $16,721 | $6,468+158.5% | $5,601+198.5% | $6,401+161.2% |
| Admin fee / account holder | $95 | $13,595-99.3% | $10,330-99.1% | $11,430-99.2% |