Filed August 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,626 | $61,052-2.3% | $142,874-58.3% | $79,393-24.9% |
| Participation rate | 91.9% | 60.1%+31.8pp | 72.0%+20.0pp | 70.7%+21.2pp |
| Annual return | 15.10% | 16.02%-0.9pp | 5638.58%-5623.5pp | 116.87%-101.8pp |
| Employer contribution / active EE | $1,348 | $1,481-9.0% | $4,145-67.5% | $2,428-44.5% |
| Participant deferral / active EE | $7,149 | $2,879+148.3% | $3,838+86.3% | $4,046+76.7% |
| Admin fee / account holder | $16 | $659-97.5% | $6,561-99.8% | $627-97.4% |