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 | $188,838 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,779 | $167,950+49.3% | $112,504+122.9% | $80,187+212.7% |
| Participation rate | 98.9% | 94.5%+4.3pp | 80.6%+18.3pp | 72.9%+25.9pp |
| Annual return | 14.82% | 18.78%-4.0pp | 34.13%-19.3pp | 40.40%-25.6pp |
| Employer contribution / active EE | $7,523 | $6,272+19.9% | $4,571+64.6% | $2,980+152.5% |
| Participant deferral / active EE | $11,647 | $9,857+18.2% | $6,522+78.6% | $5,016+132.2% |
| Admin fee / account holder | $33 | $104-68.6% | $7,048-99.5% | $145-77.6% |