Filed August 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $528 |
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 | $51,969 | $53,901-3.6% | $134,162-61.3% | $73,497-29.3% |
| Participation rate | 94.4% | 62.8%+31.5pp | 72.2%+22.2pp | 70.7%+23.7pp |
| Annual return | 19.72% | 15.82%+3.9pp | 36.35%-16.6pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,299 | $1,458-10.9% | $3,705-64.9% | $2,270-42.8% |
| Participant deferral / active EE | $6,819 | $2,739+149.0% | $3,500+94.8% | $3,740+82.3% |
| Admin fee / account holder | $34 | $581-94.2% | $6,685-99.5% | $513-93.5% |