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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,210 |
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 | $135,981 | $81,948+65.9% | $90,766+49.8% | $64,824+109.8% |
| Participation rate | 92.7% | 80.5%+12.2pp | 75.7%+17.0pp | 71.5%+21.2pp |
| Annual return | -16.97% | -12.53%-4.4pp | -12.16%-4.8pp | 32.84%-49.8pp |
| Employer contribution / active EE | $3 | $3,067-99.9% | $2,922-99.9% | $2,507-99.9% |
| Participant deferral / active EE | $7,844 | $4,844+61.9% | $4,565+71.8% | $4,311+81.9% |
| Admin fee / account holder | $85 | $157-45.9% | $8,446-99.0% | $188-54.8% |