Filed May 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,475 |
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 | $124,638 | $88,515+40.8% | $162,185-23.2% | $67,582+84.4% |
| Participation rate | 82.4% | 86.8%-4.5pp | 87.6%-5.2pp | 71.3%+11.1pp |
| Annual return | 23.36% | 27.04%-3.7pp | 115.61%-92.2pp | 378.57%-355.2pp |
| Employer contribution / active EE | $6,614 | $3,563+85.6% | $5,613+17.8% | $2,148+207.9% |
| Participant deferral / active EE | $3,732 | $5,724-34.8% | $7,297-48.9% | $3,539+5.4% |
| Admin fee / account holder | $8 | $124-93.5% | $10,844-99.9% | $142-94.4% |