Filed January 19, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,088 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,259 | $68,413-28.0% | $123,105-60.0% | $55,191-10.7% |
| Participation rate | 75.9% | 84.5%-8.6pp | 86.8%-10.8pp | 69.2%+6.8pp |
| Annual return | 3.54% | 6.30%-2.8pp | 13.22%-9.7pp | 10.78%-7.2pp |
| Employer contribution / active EE | $3,051 | $3,0500% | $5,151-40.8% | $1,899+60.7% |
| Participant deferral / active EE | $2,300 | $4,490-48.8% | $6,229-63.1% | $3,046-24.5% |
| Admin fee / account holder | $8 | $88-90.8% | $9,014-99.9% | $91-91.1% |