Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,506 |
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 | $116,087 | $47,977+142.0% | $154,108-24.7% | $56,289+106.2% |
| Participation rate | 88.6% | 66.2%+22.4pp | 83.0%+5.5pp | 69.9%+18.7pp |
| Annual return | -5.12% | 3.54%-8.7pp | 735.21%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $7,584 | $2,169+249.7% | $5,298+43.2% | $2,111+259.2% |
| Participant deferral / active EE | $5,083 | $2,392+112.5% | $5,0810% | $3,350+51.7% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-100.0% | $521-98.7% |