Filed January 25, 1999
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 | $1,183,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,037 | $36,004-55.5% | $64,101-75.0% | $69,651-77.0% |
| Participation rate | 34.1% | 47.3%-13.1pp | 68.2%-34.0pp | 66.6%-32.4pp |
| Annual return | 0.08% | 4.26%-4.2pp | 791.27%-791.2pp | 53.77%-53.7pp |
| Employer contribution / active EE | $380 | $617-38.4% | $1,820-79.1% | $2,241-83.0% |
| Participant deferral / active EE | $770 | $1,166-34.0% | $2,822-72.7% | $3,635-78.8% |
| Admin fee / account holder | $16 | $49-67.5% | $4,499-99.6% | $63-74.9% |