Filed November 26, 1997 (most recent of 3 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 | $262,160 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,814 | $45,382-54.1% | $154,110-86.5% | $75,289-72.4% |
| Participation rate | 99.1% | 65.9%+33.2pp | 83.0%+16.1pp | 72.4%+26.7pp |
| Annual return | -3.55% | -0.47%-3.1pp | 735.22%-738.8pp | -0.04%-3.5pp |
| Employer contribution / active EE | $34 | $1,533-97.8% | $5,298-99.4% | $2,405-98.6% |
| Participant deferral / active EE | $734 | $2,384-69.2% | $5,081-85.6% | $3,739-80.4% |
| Admin fee / account holder | $37 | $89-58.7% | $13,412-99.7% | $102-63.9% |