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 | $472,046 |
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 | $363,286 | $239,209+51.9% | $106,554+240.9% | $106,520+241.0% |
| Participation rate | 95.2% | 89.6%+5.6pp | 76.1%+19.0pp | 71.3%+23.8pp |
| Annual return | 15.05% | 17.49%-2.4pp | 26.80%-11.8pp | 19.28%-4.2pp |
| Employer contribution / active EE | $6,017 | $6,641-9.4% | $2,819+113.4% | $2,840+111.8% |
| Participant deferral / active EE | $18,006 | $9,673+86.2% | $4,398+309.4% | $4,948+263.9% |
| Admin fee / account holder | $13 | $95-86.7% | $7,408-99.8% | $75-83.1% |