Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,670 |
GROOM LAW GROUP6 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $34,551 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,840 | $136,266+118.6% | $90,767+228.1% | $77,906+282.3% |
| Participation rate | 98.4% | 86.6%+11.7pp | 75.7%+22.7pp | 73.7%+24.7pp |
| Annual return | -3.42% | -11.32%+7.9pp | -12.16%+8.7pp | 12.16%-15.6pp |
| Employer contribution / active EE | $14,160 | $4,215+236.0% | $2,922+384.6% | $2,846+397.5% |
| Participant deferral / active EE | $16,815 | $6,353+164.7% | $4,565+268.3% | $4,805+249.9% |
| Admin fee / account holder | $53 | $399-86.8% | $8,445-99.4% | $133-60.4% |