Filed November 5, 2013 (most recent of 10 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 | $1,836,617 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,668 | $53,684-29.8% | $170,435-77.9% | $80,976-53.5% |
| Participation rate | 91.9% | 69.2%+22.7pp | 83.6%+8.3pp | 68.3%+23.7pp |
| Annual return | 17.97% | 25.97%-8.0pp | 205.94%-188.0pp | 22.91%-4.9pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3,736 | $3,017+23.8% | $4,939-24.4% | $3,848-2.9% |
| Admin fee / account holder | $56 | $46+20.7% | $13,881-99.6% | $67-17.0% |