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 | $1,925 |
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 | $132,081 | $111,608+18.3% | $177,848-25.7% | $73,412+79.9% |
| Participation rate | 88.3% | 87.9%+0.4pp | 87.7%+0.6pp | 72.2%+16.1pp |
| Annual return | 14.02% | 18.23%-4.2pp | 48.33%-34.3pp | 59.30%-45.3pp |
| Employer contribution / active EE | $6,767 | $3,796+78.3% | $5,919+14.3% | $2,234+203.0% |
| Participant deferral / active EE | $4,039 | $6,199-34.8% | $7,714-47.6% | $3,806+6.1% |
| Admin fee / account holder | $6 | $166-96.6% | $12,431-100.0% | $158-96.4% |