Filed January 3, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,390 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,226 | $99,032-11.9% | $80,022+9.0% | $135,380-35.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.47% | 15.39%-20.9pp | 11.22%-16.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $79,004 | $3,043+2495.9% | $2,468+3101.1% | $4,779+1553.2% |
| Participant deferral / active EE | $315,225 | $4,282+7261.6% | $3,686+8452.4% | $5,609+5520.0% |
| Admin fee / account holder | $29 | $10,436-99.7% | $6,521-99.6% | $10,828-99.7% |