Filed February 1, 1998
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 | $690,984 |
Filed as: MERIDIAN TRUST Service code 26 · EIN 62-1700796 | Advisory (Participants) | $173,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $136,333 | $46,516+193.1% | $147,618-7.6% | $69,651+95.7% |
| Participation rate | 68.9% | 65.8%+3.1pp | 84.6%-15.7pp | 66.6%+2.3pp |
| Annual return | 2.98% | 9.48%-6.5pp | 61.98%-59.0pp | 53.77%-50.8pp |
| Employer contribution / active EE | $3,695 | $1,393+165.2% | $5,564-33.6% | $2,241+64.9% |
| Participant deferral / active EE | $8,410 | $2,719+209.3% | $4,895+71.8% | $3,635+131.3% |
| Admin fee / account holder | $95 | $45+111.6% | $11,612-99.2% | $63+49.9% |