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 | $487,471 |
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 | $335,327 | $430,560-22.1% | $98,920+239.0% | $106,273+215.5% |
| Participation rate | 96.9% | 86.2%+10.7pp | 76.0%+20.8pp | 70.8%+26.1pp |
| Annual return | 14.93% | 17.89%-3.0pp | 196.47%-181.5pp | 21.70%-6.8pp |
| Employer contribution / active EE | $6,007 | $6,804-11.7% | $2,689+123.4% | $2,722+120.7% |
| Participant deferral / active EE | $17,144 | $9,623+78.2% | $4,245+303.9% | $4,601+272.6% |
| Admin fee / account holder | $13 | $220-94.0% | $6,643-99.8% | $78-83.2% |