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 | $153,680 |
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 | $194,932 | $144,389+35.0% | $90,782+114.7% | $75,289+158.9% |
| Participation rate | 99.3% | 92.2%+7.1pp | 82.7%+16.6pp | 72.4%+26.9pp |
| Annual return | -3.53% | 0.91%-4.4pp | -3.42%-0.1pp | -0.04%-3.5pp |
| Employer contribution / active EE | $5,552 | $4,529+22.6% | $4,105+35.3% | $2,405+130.9% |
| Participant deferral / active EE | $9,256 | $7,882+17.4% | $5,366+72.5% | $3,739+147.6% |
| Admin fee / account holder | $59 | $102-42.2% | $5,908-99.0% | $102-42.1% |