Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,349 |
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 | $40,523 | $37,117+9.2% | $147,617-72.5% | $55,191-26.6% |
| Participation rate | 97.8% | 63.6%+34.1pp | 84.6%+13.1pp | 69.2%+28.6pp |
| Annual return | 0.59% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,955 | $1,620+20.7% | $5,564-64.9% | $1,899+3.0% |
| Participant deferral / active EE | $1,674 | $1,985-15.7% | $4,895-65.8% | $3,046-45.0% |
| Admin fee / account holder | $45 | $86-47.1% | $11,612-99.6% | $91-50.1% |