Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,069 |
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 | $135,000 | $46,360+191.2% | $147,617-8.5% | $52,331+158.0% |
| Participation rate | 98.4% | 64.9%+33.5pp | 84.6%+13.8pp | 68.1%+30.3pp |
| Annual return | 0.11% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $9,272 | $2,126+336.1% | $5,564+66.6% | $1,882+392.7% |
| Participant deferral / active EE | $5,688 | $2,258+152.0% | $4,895+16.2% | $3,022+88.2% |
| Admin fee / account holder | $14 | $766-98.1% | $11,612-99.9% | $592-97.6% |