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 | $123,978 |
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 | $368,488 | $244,991+50.4% | $105,624+248.9% | $106,553+245.8% |
| Participation rate | 97.9% | 88.4%+9.5pp | 75.3%+22.6pp | 69.8%+28.1pp |
| Annual return | 13.78% | 13.48%+0.3pp | 116.20%-102.4pp | 17.37%-3.6pp |
| Employer contribution / active EE | $7,169 | $8,816-18.7% | $3,168+126.3% | $3,359+113.5% |
| Participant deferral / active EE | $22,216 | $11,442+94.2% | $5,013+343.2% | $5,562+299.4% |
| Admin fee / account holder | $3 | $88-96.5% | $10,961-100.0% | $80-96.2% |