Filed April 24, 1995 (most recent of 3 filings on file)
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 | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,632 | $80,211+41.7% | $74,184+53.2% | $63,975+77.6% |
| Participation rate | 88.7% | 84.2%+4.5pp | 76.6%+12.1pp | 71.1%+17.6pp |
| Annual return | 6.99% | 14.13%-7.1pp | 17.74%-10.7pp | 48.65%-41.7pp |
| Employer contribution / active EE | $4,946 | $2,553+93.7% | $2,370+108.7% | $2,182+126.7% |
| Participant deferral / active EE | $7,538 | $4,370+72.5% | $3,550+112.3% | $3,356+124.6% |
| Admin fee / account holder | $60 | $67-10.8% | $5,586-98.9% | $70-14.9% |