Filed April 29, 2008
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 | -$81,272 |
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 | $180,287 | $144,604+24.7% | $88,497+103.7% | $63,975+181.8% |
| Participation rate | 98.5% | 91.8%+6.6pp | 82.4%+16.1pp | 71.1%+27.4pp |
| Annual return | 7.16% | 9.63%-2.5pp | 7.63%-0.5pp | 48.65%-41.5pp |
| Employer contribution / active EE | $4,761 | $4,008+18.8% | $4,036+18.0% | $2,182+118.2% |
| Participant deferral / active EE | $8,242 | $7,027+17.3% | $4,899+68.2% | $3,356+145.5% |
| Admin fee / account holder | -$23 | $78-129.5% | $6,220-100.4% | $70-132.9% |