Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,513 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $135,726 | $46,732+190.4% | $156,551-13.3% | $55,167+146.0% |
| Participation rate | 78.8% | 65.8%+13.0pp | 84.0%-5.2pp | 69.0%+9.8pp |
| Annual return | 8.45% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $7,060 | $2,105+235.4% | $5,501+28.3% | $1,963+259.7% |
| Participant deferral / active EE | $4,343 | $2,204+97.0% | $4,871-10.8% | $3,054+42.2% |
| Admin fee / account holder | $9 | $418-97.8% | $13,028-99.9% | $504-98.2% |