Filed January 9, 2013 (most recent of 2 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 |
|---|---|---|
FIIOC3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $690 |
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 | $103,657 | $88,730+16.8% | $82,312+25.9% | $77,958+33.0% |
| Participation rate | 98.2% | 84.5%+13.7pp | 76.9%+21.3pp | 71.6%+26.6pp |
| Annual return | 16.85% | 20.88%-4.0pp | 25.88%-9.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $5,740 | $2,758+108.1% | $2,428+136.4% | $2,310+148.5% |
| Participant deferral / active EE | $4,984 | $4,634+7.5% | $3,706+34.5% | $3,537+40.9% |
| Admin fee / account holder | $0 | $74-99.6% | $5,608-100.0% | $97-99.7% |