Filed August 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,101 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,215 | $45,602+5.7% | $117,533-59.0% | $66,938-28.0% |
| Participation rate | 94.2% | 57.6%+36.6pp | 70.6%+23.6pp | 69.8%+24.4pp |
| Annual return | -16.16% | -16.74%+0.6pp | 29.77%-45.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,539 | $1,579-2.5% | $4,179-63.2% | $2,545-39.5% |
| Participant deferral / active EE | $6,879 | $2,845+141.8% | $4,072+68.9% | $4,238+62.3% |
| Admin fee / account holder | $36 | $661-94.6% | $5,647-99.4% | $594-94.0% |