Filed July 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,754 |
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 | $114,270 | $136,307-16.2% | $177,821-35.7% | $73,488+55.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 16.27% | 18.68%-2.4pp | 48.32%-32.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $5,243 | $3,712+41.2% | $5,918-11.4% | $2,270+130.9% |
| Participant deferral / active EE | $5,516 | $5,829-5.4% | $7,714-28.5% | $3,740+47.5% |
| Admin fee / account holder | $155 | $596-73.9% | $12,427-98.7% | $513-69.7% |