Filed May 17, 2000
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 | $157,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,285 | $36,004-35.3% | $64,101-63.7% | $69,651-66.6% |
| Participation rate | 44.2% | 47.3%-3.1pp | 68.2%-24.0pp | 66.6%-22.4pp |
| Annual return | 34.38% | 4.26%+30.1pp | 791.27%-756.9pp | 53.77%-19.4pp |
| Employer contribution / active EE | $471 | $617-23.6% | $1,820-74.1% | $2,241-79.0% |
| Participant deferral / active EE | $832 | $1,166-28.7% | $2,822-70.5% | $3,635-77.1% |
| Admin fee / account holder | $12 | $49-76.4% | $4,499-99.7% | $63-81.7% |