Filed November 27, 2024 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,819 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,100 | $81,537-63.1% | $149,718-79.9% | $69,631-56.8% |
| Participation rate | 88.2% | 86.1%+2.1pp | 87.1%+1.1pp | 70.7%+17.5pp |
| Annual return | 20.09% | 22.79%-2.7pp | 1501.63%-1481.5pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $1,905 | $3,239-41.2% | $5,445-65.0% | $2,032-6.3% |
| Participant deferral / active EE | $3,307 | $4,994-33.8% | $6,569-49.7% | $3,224+2.6% |
| Admin fee / account holder | $12 | $107-89.0% | $11,283-99.9% | $110-89.3% |