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 | $5,260 |
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 | $204,101 | $104,631+95.1% | $98,462+107.3% | $80,187+154.5% |
| Participation rate | 90.6% | 87.5%+3.1pp | 75.2%+15.4pp | 72.9%+17.7pp |
| Annual return | 14.14% | 34.72%-20.6pp | 21.20%-7.1pp | 40.40%-26.3pp |
| Employer contribution / active EE | $2,880 | $4,517-36.2% | $3,049-5.5% | $2,980-3.3% |
| Participant deferral / active EE | $9,933 | $6,545+51.8% | $4,738+109.6% | $5,016+98.0% |
| Admin fee / account holder | $2 | $105-97.9% | $8,875-100.0% | $145-98.5% |