Filed December 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,013 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,716 | $54,890-80.5% | $63,244-83.1% | $59,188-81.9% |
| Participation rate | 88.5% | 75.6%+13.0pp | 71.0%+17.5pp | 69.4%+19.1pp |
| Annual return | 10.79% | 4.56%+6.2pp | -70.31%+81.1pp | 5.51%+5.3pp |
| Employer contribution / active EE | $1,769 | $1,831-3.4% | $2,322-23.8% | $2,098-15.7% |
| Participant deferral / active EE | $2,810 | $2,803+0.3% | $2,953-4.8% | $3,265-13.9% |
| Admin fee / account holder | $16 | $66-75.8% | $5,893-99.7% | $92-82.6% |