Filed July 1, 2024
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,685 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,784 | $43,466+62.8% | $90,974-22.2% | $90,274-21.6% |
| Participation rate | 95.6% | 62.5%+33.1pp | 69.0%+26.5pp | 73.4%+22.2pp |
| Annual return | 13.52% | 25.26%-11.7pp | 134.60%-121.1pp | 53.97%-40.5pp |
| Employer contribution / active EE | $6,435 | $840+666.0% | $2,122+203.3% | $2,523+155.0% |
| Participant deferral / active EE | $3,510 | $2,138+64.2% | $3,373+4.1% | $4,231-17.0% |
| Admin fee / account holder | $13 | $92-86.3% | $5,961-99.8% | $114-89.0% |