Filed January 20, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 37 · EIN 23-1945930 | Loan Processing | $13,740 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,345 | $88,646+84.3% | $90,223+81.0% | $59,188+176.0% |
| Participation rate | 99.1% | 84.8%+14.3pp | 79.0%+20.0pp | 69.4%+29.6pp |
| Annual return | 0.79% | 11.82%-11.0pp | 1.31%-0.5pp | 5.51%-4.7pp |
| Employer contribution / active EE | $9,706 | $5,463+77.7% | $4,378+121.7% | $2,098+362.6% |
| Participant deferral / active EE | $7,189 | $6,586+9.2% | $5,792+24.1% | $3,265+120.2% |
| Admin fee / account holder | $6 | $63-91.2% | $7,406-99.9% | $92-94.0% |