Filed September 21, 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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 02-0488491 | Loan Processing | $26,500 |
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 | $61,052 | $58,758+3.9% | $69,779-12.5% | $63,975-4.6% |
| Participation rate | 71.8% | 77.5%-5.7pp | 71.8%-0.1pp | 71.1%+0.6pp |
| Annual return | 7.58% | 18.05%-10.5pp | 12.99%-5.4pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,487 | $1,973-24.6% | $2,338-36.4% | $2,182-31.8% |
| Participant deferral / active EE | $3,308 | $2,912+13.6% | $2,931+12.9% | $3,356-1.4% |
| Admin fee / account holder | $7 | $71-90.2% | $4,381-99.8% | $70-90.1% |