Filed March 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,865 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,737 | $79,223-53.6% | $102,460-64.1% | $74,478-50.7% |
| Participation rate | 76.9% | 74.8%+2.1pp | 76.5%+0.4pp | 67.2%+9.7pp |
| Annual return | 0.00% | 54.98%-55.0pp | 29.47%-29.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $740 | $2,363-68.7% | $3,025-75.5% | $2,626-71.8% |
| Participant deferral / active EE | $1,195 | $4,417-72.9% | $5,056-76.4% | $4,350-72.5% |
| Admin fee / account holder | $41 | $2,003-98.0% | $9,460-99.6% | $1,946-97.9% |