Filed June 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,964 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,298 | $32,425+163.1% | $74,577+14.4% | $55,167+54.6% |
| Participation rate | 88.7% | 54.0%+34.7pp | 68.1%+20.6pp | 69.0%+19.7pp |
| Annual return | 8.34% | 10.63%-2.3pp | 20.47%-12.1pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,568 | $1,043+50.3% | $2,525-37.9% | $1,963-20.1% |
| Participant deferral / active EE | $4,349 | $1,995+118.0% | $3,458+25.8% | $3,054+42.4% |
| Admin fee / account holder | $127 | $748-83.0% | $4,138-96.9% | $504-74.8% |