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 | $23,239 |
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 | $210,608 | $159,202+32.3% | $97,995+114.9% | $77,958+170.2% |
| Participation rate | 99.3% | 91.5%+7.8pp | 82.4%+16.9pp | 71.6%+27.6pp |
| Annual return | 19.05% | 28.47%-9.4pp | 23.94%-4.9pp | 20.87%-1.8pp |
| Employer contribution / active EE | $5,119 | $4,224+21.2% | $4,158+23.1% | $2,310+121.6% |
| Participant deferral / active EE | $8,694 | $7,461+16.5% | $5,097+70.6% | $3,537+145.8% |
| Admin fee / account holder | $58 | $83-30.0% | $5,943-99.0% | $97-40.5% |