Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,419 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,476 | $56,540+180.3% | $185,849-14.7% | $86,821+82.5% |
| Participation rate | 89.7% | 65.5%+24.2pp | 81.7%+8.0pp | 72.3%+17.4pp |
| Annual return | 14.20% | 118.20%-104.0pp | 122.10%-107.9pp | 97.94%-83.7pp |
| Employer contribution / active EE | $8,578 | $1,844+365.1% | $5,169+66.0% | $2,406+256.5% |
| Participant deferral / active EE | $6,107 | $2,555+139.0% | $5,569+9.7% | $4,132+47.8% |
| Admin fee / account holder | $5 | $150-96.7% | $16,244-100.0% | $170-97.1% |