Filed April 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,584 |
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 | $73,687 | $70,002+5.3% | $115,038-35.9% | $52,331+40.8% |
| Participation rate | 95.6% | 72.1%+23.5pp | 81.4%+14.2pp | 68.1%+27.5pp |
| Annual return | 2.81% | 4.04%-1.2pp | 26.14%-23.3pp | 4.54%-1.7pp |
| Employer contribution / active EE | $3,022 | $2,715+11.3% | $4,608-34.4% | $1,882+60.6% |
| Participant deferral / active EE | $5,938 | $4,920+20.7% | $6,026-1.5% | $3,022+96.5% |
| Admin fee / account holder | $17 | $566-97.0% | $8,175-99.8% | $592-97.1% |