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 | $40,002 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,137 | $96,403+111.8% | $93,621+118.0% | $77,775+162.5% |
| Participation rate | 82.8% | 87.6%-4.8pp | 75.8%+7.0pp | 73.2%+9.6pp |
| Annual return | 21.09% | 39.36%-18.3pp | 32.76%-11.7pp | 32.58%-11.5pp |
| Employer contribution / active EE | $2,345 | $3,616-35.1% | $2,719-13.7% | $2,504-6.3% |
| Participant deferral / active EE | $8,543 | $5,341+59.9% | $4,070+109.9% | $3,966+115.4% |
| Admin fee / account holder | $18 | $90-80.3% | $7,890-99.8% | $100-82.4% |