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 |
|---|---|---|
FIIOC1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,434 |
Annual investment return 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 | $67,185 | $72,770-7.7% | $67,652-0.7% | $55,191+21.7% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 69.2%+10.8pp |
| Annual return | -2.04% | -3.26%+1.2pp | 6625.40%-6627.4pp | 10.78%-12.8pp |
| Employer contribution / active EE | $2,026 | $1,769+14.5% | $2,266-10.6% | $1,899+6.7% |
| Participant deferral / active EE | $3,431 | $3,408+0.7% | $3,560-3.6% | $3,046+12.6% |
| Admin fee / account holder | $16 | $79-79.1% | $4,821-99.7% | $91-81.9% |