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 | $25,300 |
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 | $75,503 | $65,708+14.9% | $76,667-1.5% | $77,775-2.9% |
| Participation rate | 81.7% | 79.0%+2.7pp | 72.1%+9.6pp | 73.2%+8.5pp |
| Annual return | 18.40% | 49.86%-31.5pp | 1166.74%-1148.3pp | 32.58%-14.2pp |
| Employer contribution / active EE | $2,042 | $2,167-5.8% | $2,303-11.3% | $2,504-18.5% |
| Participant deferral / active EE | $4,176 | $3,254+28.3% | $3,336+25.2% | $3,966+5.3% |
| Admin fee / account holder | $6 | $91-93.2% | $6,423-99.9% | $100-93.8% |