Filed December 17, 1992
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 | $680,088 |
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 | $307,219 | $201,404+52.5% | $93,621+228.2% | $89,609+242.8% |
| Participation rate | 96.3% | 87.5%+8.8pp | 75.8%+20.4pp | 69.6%+26.7pp |
| Annual return | 23.48% | 23.05%+0.4pp | 32.76%-9.3pp | 33.65%-10.2pp |
| Employer contribution / active EE | $5,920 | $6,528-9.3% | $2,719+117.8% | $2,584+129.1% |
| Participant deferral / active EE | $16,530 | $9,208+79.5% | $4,070+306.2% | $4,222+291.5% |
| Admin fee / account holder | $19 | $89-78.7% | $7,890-99.8% | $72-73.4% |