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 | $485,996 |
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 | $297,029 | $185,545+60.1% | $90,767+227.2% | $89,433+232.1% |
| Participation rate | 96.5% | 85.0%+11.4pp | 75.7%+20.8pp | 71.3%+25.2pp |
| Annual return | -13.59% | -13.56%0pp | -12.16%-1.4pp | -11.88%-1.7pp |
| Employer contribution / active EE | $6,301 | $7,210-12.6% | $2,922+115.7% | $3,021+108.6% |
| Participant deferral / active EE | $19,307 | $9,550+102.2% | $4,565+322.9% | $5,125+276.7% |
| Admin fee / account holder | $13 | $100-87.5% | $8,445-99.9% | $79-84.2% |