Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
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 | $131,206 | $55,453+136.6% | $170,435-23.0% | $62,293+110.6% |
| Participation rate | 86.6% | 66.4%+20.2pp | 83.6%+3.0pp | 69.5%+17.1pp |
| Annual return | 17.46% | 21.38%-3.9pp | 205.94%-188.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $6,989 | $2,164+223.0% | $5,432+28.7% | $2,042+242.2% |
| Participant deferral / active EE | $4,372 | $2,303+89.9% | $4,939-11.5% | $3,169+38.0% |
| Admin fee / account holder | $10 | $455-97.9% | $13,881-99.9% | $479-98.0% |