Filed April 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,333 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,546 | $102,553+22.4% | $151,611-17.2% | $66,914+87.6% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.5pp | 69.8%+29.2pp |
| Annual return | -18.09% | -10.82%-7.3pp | 3.33%-21.4pp | 1.58%-19.7pp |
| Employer contribution / active EE | $6,978 | $4,180+66.9% | $6,166+13.2% | $2,544+174.3% |
| Participant deferral / active EE | $12,388 | $6,641+86.5% | $8,363+48.1% | $4,237+192.4% |
| Admin fee / account holder | -$15 | $630-102.3% | $11,616-100.1% | $593-102.5% |