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 | $122,850 |
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 | $34,838 | $56,095-37.9% | $178,510-80.5% | $90,274-61.4% |
| Participation rate | 98.8% | 65.6%+33.2pp | 81.9%+16.9pp | 73.4%+25.4pp |
| Annual return | 15.56% | 28.81%-13.3pp | 151.13%-135.6pp | 53.97%-38.4pp |
| Employer contribution / active EE | $39 | $1,572-97.5% | $5,011-99.2% | $2,523-98.4% |
| Participant deferral / active EE | $958 | $2,669-64.1% | $5,202-81.6% | $4,231-77.3% |
| Admin fee / account holder | $23 | $101-76.9% | $13,988-99.8% | $114-79.7% |