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 | $246,367 |
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 | $100,133 | $105,173-4.8% | $87,102+15.0% | $77,775+28.7% |
| Participation rate | 81.9% | 85.8%-3.9pp | 76.9%+5.0pp | 73.2%+8.7pp |
| Annual return | 21.60% | 24.52%-2.9pp | 28.19%-6.6pp | 32.58%-11.0pp |
| Employer contribution / active EE | $6,777 | $2,890+134.5% | $2,521+168.8% | $2,504+170.7% |
| Participant deferral / active EE | $4,048 | $5,048-19.8% | $4,0480% | $3,966+2.1% |
| Admin fee / account holder | $76 | $105-27.0% | $7,493-99.0% | $100-23.8% |