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 | $159,619 |
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 | $111,792 | $88,730+26.0% | $82,312+35.8% | $77,958+43.4% |
| Participation rate | 89.3% | 84.5%+4.8pp | 76.9%+12.4pp | 71.6%+17.6pp |
| Annual return | 16.56% | 20.88%-4.3pp | 25.88%-9.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $4,379 | $2,758+58.8% | $2,428+80.3% | $2,310+89.5% |
| Participant deferral / active EE | $6,818 | $4,634+47.1% | $3,706+84.0% | $3,537+92.8% |
| Admin fee / account holder | $67 | $74-10.0% | $5,608-98.8% | $97-31.6% |