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 | $27,246 |
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 | $208,929 | $114,195+83.0% | $106,554+96.1% | $93,010+124.6% |
| Participation rate | 81.8% | 86.4%-4.6pp | 76.1%+5.7pp | 73.9%+7.9pp |
| Annual return | 12.71% | 22.18%-9.5pp | 26.80%-14.1pp | 158.70%-146.0pp |
| Employer contribution / active EE | $2,291 | $4,009-42.9% | $2,819-18.7% | $2,705-15.3% |
| Participant deferral / active EE | $9,423 | $5,908+59.5% | $4,398+114.2% | $4,561+106.6% |
| Admin fee / account holder | $11 | $105-89.9% | $7,408-99.9% | $152-93.1% |