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 | $32,502 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,707 | $112,582+103.1% | $105,624+116.5% | $200,096+14.3% |
| Participation rate | 90.9% | 86.3%+4.7pp | 75.3%+15.7pp | 72.0%+18.9pp |
| Annual return | 11.15% | 15.58%-4.4pp | 116.20%-105.1pp | 34.26%-23.1pp |
| Employer contribution / active EE | $2,955 | $4,580-35.5% | $3,168-6.7% | $3,038-2.7% |
| Participant deferral / active EE | $10,281 | $6,655+54.5% | $5,013+105.1% | $5,090+102.0% |
| Admin fee / account holder | $14 | $107-87.3% | $10,961-99.9% | $269-94.9% |