Filed December 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,833 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,237 | $47,180+299.0% | $149,723+25.7% | $74,473+152.8% |
| Participation rate | 98.1% | 63.4%+34.7pp | 78.8%+19.3pp | 70.7%+27.3pp |
| Annual return | 17.25% | 22.75%-5.5pp | 134.50%-117.2pp | 34.36%-17.1pp |
| Employer contribution / active EE | $9,318 | $1,907+388.6% | $4,821+93.3% | $2,638+253.2% |
| Participant deferral / active EE | $7,035 | $2,730+157.6% | $5,682+23.8% | $4,530+55.3% |
| Admin fee / account holder | $39 | $343-88.5% | $13,215-99.7% | $347-88.6% |