Filed June 17, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,556 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,569 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,626 | $51,736-36.9% | $120,225-72.9% | $67,986-52.0% |
| Participation rate | 83.6% | 46.1%+37.6pp | 69.6%+14.1pp | 57.2%+26.4pp |
| Annual return | 16.80% | 31.98%-15.2pp | 439.23%-422.4pp | 31.67%-14.9pp |
| Employer contribution / active EE | $1,476 | $1,071+37.8% | $3,475-57.5% | $2,019-26.9% |
| Participant deferral / active EE | $4,281 | $2,206+94.1% | $3,999+7.1% | $3,358+27.5% |
| Admin fee / account holder | $177 | $4,159-95.8% | $5,696-96.9% | $3,203-94.5% |