Filed June 19, 1995
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 | $1,638,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,231 | $100,545+22.6% | $110,243+11.8% | $73,367+68.0% |
| Participation rate | 75.0% | 67.8%+7.2pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 10.32% | -1.49%+11.8pp | 314.76%-304.4pp | 173.45%-163.1pp |
| Employer contribution / active EE | $2,622 | $2,405+9.0% | $3,827-31.5% | $2,499+4.9% |
| Participant deferral / active EE | $6,327 | $3,439+84.0% | $4,672+35.4% | $4,033+56.9% |
| Admin fee / account holder | $52 | $81-35.2% | $8,548-99.4% | $68-23.6% |