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 | $141,522 |
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 | $229,589 | $168,477+36.3% | $105,387+117.9% | $77,775+195.2% |
| Participation rate | 99.1% | 91.6%+7.4pp | 82.6%+16.5pp | 73.2%+25.9pp |
| Annual return | 23.28% | 25.62%-2.3pp | 26.82%-3.5pp | 32.58%-9.3pp |
| Employer contribution / active EE | $5,896 | $4,957+19.0% | $4,213+39.9% | $2,504+135.5% |
| Participant deferral / active EE | $9,721 | $8,141+19.4% | $5,502+76.7% | $3,966+145.1% |
| Admin fee / account holder | $61 | $103-40.5% | $6,559-99.1% | $100-39.0% |