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 |
WAUKESHA STATE BANK5 years Service code 61 PO BOX 648 · WAUKESHA, WI 53187 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,448 | $111,491+30.5% | $189,545-23.3% | $86,821+67.5% |
| Participation rate | 88.4% | 87.3%+1.1pp | 87.8%+0.6pp | 72.3%+16.1pp |
| Annual return | 16.65% | 83.50%-66.9pp | 555.36%-538.7pp | 97.94%-81.3pp |
| Employer contribution / active EE | $6,994 | $3,951+77.0% | $6,162+13.5% | $2,406+190.7% |
| Participant deferral / active EE | $4,668 | $6,437-27.5% | $8,220-43.2% | $4,132+13.0% |
| Admin fee / account holder | $5 | $189-97.1% | $12,049-100.0% | $170-96.8% |