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 | $27,828 |
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 | $62,921 | $77,559-18.9% | $68,612-8.3% | $75,289-16.4% |
| Participation rate | 81.7% | 78.3%+3.4pp | 72.2%+9.4pp | 72.4%+9.2pp |
| Annual return | -2.14% | -1.01%-1.1pp | -4.63%+2.5pp | -0.04%-2.1pp |
| Employer contribution / active EE | $1,932 | $1,993-3.1% | $2,625-26.4% | $2,405-19.7% |
| Participant deferral / active EE | $4,055 | $3,128+29.6% | $3,311+22.5% | $3,739+8.5% |
| Admin fee / account holder | $7 | $90-92.8% | $5,131-99.9% | $102-93.6% |