Filed November 25, 2002
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 | $826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $71,670 | $78,181-8.3% | $57,357+25.0% | $67,505+6.2% |
| Participation rate | 28.4% | 76.6%-48.2pp | 75.1%-46.7pp | 71.2%-42.8pp |
| Annual return | 4.79% | 2.76%+2.0pp | 24.41%-19.6pp | 6.52%-1.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $1,861 | $3,501-46.8% | $3,162-41.1% | $3,597-48.2% |
| Admin fee / account holder | $0 | $27-98.8% | $3,357-100.0% | $56-99.4% |