Filed July 1, 2024
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,229 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,498 | $40,113+68.3% | $84,029-19.7% | $77,775-13.2% |
| Participation rate | 95.3% | 62.8%+32.5pp | 69.0%+26.3pp | 73.2%+22.1pp |
| Annual return | 24.04% | 23.27%+0.8pp | 71.32%-47.3pp | 32.58%-8.5pp |
| Employer contribution / active EE | $6,468 | $847+663.5% | $1,984+226.0% | $2,504+158.3% |
| Participant deferral / active EE | $3,552 | $2,030+75.0% | $3,239+9.6% | $3,966-10.4% |
| Admin fee / account holder | $13 | $92-86.2% | $6,102-99.8% | $100-87.4% |