Filed July 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,257 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,512 | $79,5230% | $140,016-43.2% | $56,287+41.3% |
| Participation rate | 99.3% | 85.7%+13.6pp | 87.5%+11.8pp | 69.9%+29.5pp |
| Annual return | -2.48% | 2.39%-4.9pp | 651.12%-653.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $4,163 | $3,350+24.3% | $5,606-25.7% | $2,111+97.2% |
| Participant deferral / active EE | $4,736 | $5,129-7.7% | $6,927-31.6% | $3,350+41.4% |
| Admin fee / account holder | $41 | $614-93.3% | $10,705-99.6% | $521-92.1% |