Filed April 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,012 |
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 | $154,523 | $75,388+105.0% | $123,552+25.1% | $55,725+177.3% |
| Participation rate | 96.0% | 75.7%+20.4pp | 82.3%+13.7pp | 70.9%+25.2pp |
| Annual return | -3.69% | 4.48%-8.2pp | 119.20%-122.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $3,638 | $3,063+18.8% | $4,628-21.4% | $2,078+75.1% |
| Participant deferral / active EE | $11,337 | $5,651+100.6% | $6,426+76.4% | $3,356+237.9% |
| Admin fee / account holder | -$16 | $120-113.7% | $9,285-100.2% | $115-114.2% |