Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,492 |
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 | $11,312 | $73,102-84.5% | $123,553-90.8% | $56,289-79.9% |
| Participation rate | 97.8% | 74.3%+23.5pp | 82.3%+15.5pp | 69.9%+27.9pp |
| Annual return | -5.43% | 3.01%-8.4pp | 119.21%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,077 | $2,977-30.2% | $4,628-55.1% | $2,111-1.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $19 | $554-96.6% | $9,284-99.8% | $521-96.4% |