Filed July 29, 2006 (most recent of 4 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 | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,168 | $87,125+56.3% | $108,421+25.6% | $86,828+56.8% |
| Participation rate | 41.5% | 80.5%-39.1pp | 80.1%-38.7pp | 72.3%-30.8pp |
| Annual return | 14.62% | 25.21%-10.6pp | 905.61%-891.0pp | 97.95%-83.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,560-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,845 | $6,944-1.4% | $6,564+4.3% | $4,132+65.6% |
| Admin fee / account holder | $19 | $130-85.4% | $7,298-99.7% | $170-88.8% |