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 | $338,602 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,577 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,302 | $104,544-17.4% | $96,564-10.6% | $80,187+7.6% |
| Participation rate | 97.1% | 86.4%+10.7pp | 76.0%+21.1pp | 72.9%+24.1pp |
| Annual return | 20.56% | 21.79%-1.2pp | 25.89%-5.3pp | 40.40%-19.8pp |
| Employer contribution / active EE | $4,888 | $3,527+38.6% | $2,967+64.7% | $2,980+64.0% |
| Participant deferral / active EE | $7,315 | $6,170+18.6% | $4,852+50.8% | $5,016+45.8% |
| Admin fee / account holder | $74 | $107-30.8% | $8,256-99.1% | $145-49.0% |