Filed September 17, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,113 |
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 | $45,011 | $65,223-31.0% | $80,022-43.8% | $55,725-19.2% |
| Participation rate | 73.2% | 80.6%-7.4pp | 75.8%-2.7pp | 70.9%+2.3pp |
| Annual return | -1.21% | 7.59%-8.8pp | 11.22%-12.4pp | 244.93%-246.1pp |
| Employer contribution / active EE | $1,754 | $2,544-31.0% | $2,468-28.9% | $2,078-15.6% |
| Participant deferral / active EE | $6,069 | $3,881+56.4% | $3,686+64.7% | $3,356+80.9% |
| Admin fee / account holder | $6 | $114-94.7% | $6,521-99.9% | $115-94.8% |