Plan Ledger DOL Form 5500 · updated monthly

Dollar Financial Group, Inc.401(k)

DOLLAR FINANCIAL GROUP RETIREMENT PLAN · BERWYN, PA · plan year 2024

Reported admin expense ratio · 2024
0.16%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Dollar Financial Group, Inc. reported $41,073 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,549 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.20% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,293rd-largest of 3,651 plans among Pennsylvania employers on file, and 2,609th of 4,798 in finance & insurance. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has shrunk from 375 to 317 since 2022.

Plan summary
Net assets, end of year$26,501,225
Participants with balances378
Active participants317
Employer contributions$491,027
Employee contributions$1,104,886
Employer contribution per active participant$1,549
Average account balance$70,109
Benefits paid to participants$3,936,410
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 378 accts · $491K emplr
2023$25.4M · 414 accts · $647K emplr
2022$24.4M · 523 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,073
Total administrative$41,073
The Dollar Financial Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,549
Median for plans this size$2,416
2024$1,549 per active participant
2023$2,732 per active participant
2022$2,815 per active participant

Dollar Financial Group, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$41,073

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$41,073 · 0.16%
2023$40,014 · 0.16%
2022$56,667 · 0.20%
Same employer
Similar plansFinance & Insurance · Pennsylvania
The Benecon Group, LLC PA$27.3M · 0.32%
Nextier Bank, N.A. PA$27.1M · 0.46%
1ST Summit Bancorp PA$26.9M · 0.12%
Washington Financial Bank PA$26.1M · 0.00%
Harleysville Bank PA$24.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132997911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.