Filed May 27, 2025
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,834 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,235 | $80,753+104.6% | $136,294+21.2% | $62,292+165.3% |
| Participation rate | 89.4% | 73.5%+15.9pp | 81.9%+7.5pp | 69.5%+19.9pp |
| Annual return | 26.03% | 35.83%-9.8pp | 5155.94%-5129.9pp | 28.90%-2.9pp |
| Employer contribution / active EE | $2,486 | $2,884-13.8% | $4,695-47.1% | $2,042+21.7% |
| Participant deferral / active EE | $5,815 | $5,164+12.6% | $6,247-6.9% | $3,169+83.5% |
| Admin fee / account holder | $228 | $525-56.5% | $9,243-97.5% | $479-52.3% |