Filed December 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,976 | $46,332+245.3% | $143,797+11.3% | $64,824+146.8% |
| Participation rate | 96.9% | 64.2%+32.6pp | 80.3%+16.6pp | 71.5%+25.4pp |
| Annual return | 69.99% | -10.05%+80.0pp | -0.04%+70.0pp | 32.84%+37.1pp |
| Employer contribution / active EE | $8,523 | $1,911+346.0% | $4,952+72.1% | $2,507+239.9% |
| Participant deferral / active EE | $6,049 | $2,647+128.5% | $5,638+7.3% | $4,311+40.3% |
| Admin fee / account holder | $67 | $154-56.6% | $14,679-99.5% | $188-64.4% |