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 | $11,850 |
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 | $84,307 | $72,066+17.0% | $81,726+3.2% | $90,274-6.6% |
| Participation rate | 82.0% | 78.9%+3.1pp | 72.0%+10.0pp | 73.4%+8.7pp |
| Annual return | 11.73% | 15.92%-4.2pp | 29.49%-17.8pp | 53.97%-42.2pp |
| Employer contribution / active EE | $2,265 | $2,335-3.0% | $4,311-47.5% | $2,523-10.3% |
| Participant deferral / active EE | $5,008 | $3,557+40.8% | $7,108-29.5% | $4,231+18.4% |
| Admin fee / account holder | $3 | $92-96.7% | $5,160-99.9% | $114-97.3% |