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 | $26,361 |
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 | $205,730 | $105,190+95.6% | $98,920+108.0% | $90,274+127.9% |
| Participation rate | 83.1% | 86.4%-3.2pp | 76.0%+7.1pp | 73.4%+9.8pp |
| Annual return | 11.12% | 18.52%-7.4pp | 196.47%-185.4pp | 53.97%-42.9pp |
| Employer contribution / active EE | $2,469 | $3,831-35.5% | $2,689-8.2% | $2,523-2.1% |
| Participant deferral / active EE | $8,529 | $5,616+51.9% | $4,245+100.9% | $4,231+101.6% |
| Admin fee / account holder | $11 | $97-88.9% | $6,643-99.8% | $114-90.5% |