Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $204,677 |
DYKEMA GOSSETT PLLC1 year Service code 29 · EIN 38-1446628 | Legal | $14,297 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,558 | $110,258-17.9% | $102,460-11.6% | $200,096-54.7% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 18.18% | 35.78%-17.6pp | 29.47%-11.3pp | 34.26%-16.1pp |
| Employer contribution / active EE | $2,461 | $3,605-31.7% | $3,025-18.6% | $3,038-19.0% |
| Participant deferral / active EE | $4,972 | $6,377-22.0% | $5,056-1.7% | $5,090-2.3% |
| Admin fee / account holder | $82 | $122-33.3% | $9,460-99.1% | $269-69.7% |