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 | $139,825 | $52,961+164.0% | $172,752-19.1% | $65,185+114.5% |
| Participation rate | 85.5% | 66.2%+19.3pp | 82.6%+2.9pp | 70.2%+15.3pp |
| Annual return | 21.99% | 30.12%-8.1pp | 802.97%-781.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $7,334 | $2,190+234.9% | $5,144+42.6% | $2,177+236.9% |
| Participant deferral / active EE | $5,079 | $2,471+105.5% | $5,198-2.3% | $3,514+44.5% |
| Admin fee / account holder | $7 | $472-98.5% | $13,955-100.0% | $847-99.2% |