Filed January 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,583 | $46,360+9.1% | $147,617-65.7% | $52,331-3.3% |
| Participation rate | 62.3% | 64.9%-2.6pp | 84.6%-22.3pp | 68.1%-5.8pp |
| Annual return | 1.89% | 1.62%+0.3pp | 61.98%-60.1pp | 4.54%-2.7pp |
| Employer contribution / active EE | $3,286 | $2,126+54.5% | $5,564-40.9% | $1,882+74.6% |
| Participant deferral / active EE | $5,850 | $2,258+159.1% | $4,895+19.5% | $3,022+93.6% |
| Admin fee / account holder | $10 | $766-98.6% | $11,612-99.9% | $592-98.2% |