Filed November 8, 2004 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $461,101 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 21 · EIN 13-1624203 | Bank Trustee | $30 |
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 | $130,950 | $85,199+53.7% | $57,196+128.9% | $63,975+104.7% |
| Participation rate | 77.9% | 74.0%+3.9pp | 75.3%+2.6pp | 71.1%+6.8pp |
| Annual return | 6.77% | 10.43%-3.7pp | 14.59%-7.8pp | 48.65%-41.9pp |
| Employer contribution / active EE | $4,460 | $3,446+29.4% | $2,683+66.2% | $2,182+104.4% |
| Participant deferral / active EE | $5,038 | $3,109+62.1% | $3,096+62.7% | $3,356+50.1% |
| Admin fee / account holder | $60 | $39+55.7% | $3,141-98.1% | $70-14.6% |