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 | $148,918 | $52,293+184.8% | $178,503-16.6% | $73,412+102.9% |
| Participation rate | 88.4% | 65.3%+23.1pp | 81.9%+6.5pp | 72.2%+16.2pp |
| Annual return | 16.28% | 34.75%-18.5pp | 151.12%-134.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $7,459 | $1,736+329.6% | $5,011+48.9% | $2,234+233.9% |
| Participant deferral / active EE | $5,338 | $2,333+128.8% | $5,202+2.6% | $3,806+40.3% |
| Admin fee / account holder | $5 | $127-95.7% | $13,987-100.0% | $158-96.5% |