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 | $389,410 |
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 | $335,568 | $225,491+48.8% | $98,462+240.8% | $96,393+248.1% |
| Participation rate | 98.0% | 87.3%+10.6pp | 75.2%+22.8pp | 71.3%+26.7pp |
| Annual return | 17.38% | 19.53%-2.2pp | 21.20%-3.8pp | 22.88%-5.5pp |
| Employer contribution / active EE | $6,902 | $8,386-17.7% | $3,049+126.4% | $3,239+113.1% |
| Participant deferral / active EE | $20,392 | $10,872+87.6% | $4,738+330.4% | $5,455+273.8% |
| Admin fee / account holder | $10 | $87-88.8% | $8,875-99.9% | $74-86.8% |