Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,315 |
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 | $38,329 | $67,166-42.9% | $57,343-33.2% | $55,191-30.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 2.64% | 4.22%-1.6pp | 24.39%-21.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $5,681 | $2,812+102.0% | $2,689+111.3% | $1,899+199.2% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $10 | $44-78.1% | $3,356-99.7% | $91-89.5% |