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 | $273,803 |
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 | $105,389 | $176,471-40.3% | $95,968+9.8% | $90,274+16.7% |
| Participation rate | 96.9% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.5pp |
| Annual return | 13.26% | 20.15%-6.9pp | 91.65%-78.4pp | 53.97%-40.7pp |
| Employer contribution / active EE | $4,132 | $2,783+48.5% | $2,542+62.6% | $2,523+63.8% |
| Participant deferral / active EE | $7,372 | $5,325+38.4% | $4,167+76.9% | $4,231+74.3% |
| Admin fee / account holder | $79 | $154-48.5% | $6,798-98.8% | $114-30.4% |