Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,588 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,303 | $80,753-86.0% | $136,298-91.7% | $62,293-81.9% |
| Participation rate | 97.3% | 73.5%+23.7pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 16.08% | 35.83%-19.7pp | 5156.27%-5140.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,077 | $2,884-28.0% | $4,696-55.8% | $2,042+1.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $19 | $525-96.4% | $9,244-99.8% | $479-96.1% |