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 | $3,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,721 | $48,277+164.6% | $63,244+101.9% | $55,191+131.4% |
| Participation rate | 94.7% | 69.4%+25.3pp | 71.0%+23.6pp | 69.2%+25.5pp |
| Annual return | -0.22% | 2.37%-2.6pp | -70.31%+70.1pp | 10.78%-11.0pp |
| Employer contribution / active EE | $7,118 | $1,592+347.1% | $2,322+206.5% | $1,899+274.9% |
| Participant deferral / active EE | $4,822 | $2,432+98.3% | $2,953+63.3% | $3,046+58.3% |
| Admin fee / account holder | $9 | $86-89.7% | $5,893-99.8% | $91-90.2% |