Filed August 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,089 |
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 | $88,973 | $51,769+71.9% | $57,356+55.1% | $52,331+70.0% |
| Participation rate | 87.2% | 75.2%+12.0pp | 75.1%+12.2pp | 68.1%+19.1pp |
| Annual return | 2.36% | 2.43%-0.1pp | 24.41%-22.0pp | 4.54%-2.2pp |
| Employer contribution / active EE | $4,167 | $2,335+78.5% | $2,689+55.0% | $1,882+121.5% |
| Participant deferral / active EE | $5,223 | $2,794+86.9% | $3,162+65.2% | $3,022+72.8% |
| Admin fee / account holder | $7 | $295-97.6% | $3,357-99.8% | $592-98.8% |