Filed February 10, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,727 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,928 | $129,021-21.8% | $184,203-45.2% | $77,643+30.0% |
| Participation rate | 92.7% | 87.3%+5.3pp | 86.8%+5.9pp | 70.6%+22.1pp |
| Annual return | 13.81% | 33.27%-19.5pp | 28.81%-15.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $4,301 | $4,413-2.5% | $6,427-33.1% | $2,726+57.8% |
| Participant deferral / active EE | $4,849 | $7,297-33.6% | $9,131-46.9% | $4,647+4.3% |
| Admin fee / account holder | $108 | $254-57.4% | $13,901-99.2% | $430-74.9% |