Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,320 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,917 | $70,917+143.8% | $98,920+74.8% | $73,497+135.3% |
| Participation rate | 99.4% | 73.8%+25.6pp | 76.0%+23.3pp | 70.7%+28.7pp |
| Annual return | 85.35% | 34.18%+51.2pp | 196.47%-111.1pp | 28.51%+56.8pp |
| Employer contribution / active EE | $4 | $2,037-99.8% | $2,689-99.8% | $2,270-99.8% |
| Participant deferral / active EE | $9,328 | $3,501+166.4% | $4,245+119.7% | $3,740+149.4% |
| Admin fee / account holder | $6 | $535-98.9% | $6,643-99.9% | $513-98.9% |