Filed June 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,923 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,355 | $33,067+124.9% | $76,523-2.8% | $56,287+32.1% |
| Participation rate | 89.4% | 55.4%+34.0pp | 68.0%+21.4pp | 69.9%+19.5pp |
| Annual return | -4.27% | 2.72%-7.0pp | -0.27%-4.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,355 | $1,200+96.2% | $2,647-11.0% | $2,111+11.6% |
| Participant deferral / active EE | $4,639 | $2,240+107.1% | $3,835+20.9% | $3,350+38.5% |
| Admin fee / account holder | $118 | $537-78.0% | $4,848-97.6% | $521-77.3% |