Filed May 8, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
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 | $94,599 | $89,739+5.4% | $149,721-36.8% | $62,293+51.9% |
| Participation rate | 99.1% | 85.1%+14.0pp | 87.1%+12.1pp | 69.5%+29.6pp |
| Annual return | 17.94% | 21.01%-3.1pp | 1501.67%-1483.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $3,663 | $3,233+13.3% | $5,444-32.7% | $2,042+79.4% |
| Participant deferral / active EE | $6,852 | $4,797+42.8% | $6,568+4.3% | $3,169+116.2% |
| Admin fee / account holder | $10 | $551-98.2% | $11,282-99.9% | $479-97.9% |