Filed November 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $127,183 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,137 | $47,456-4.9% | $172,739-73.9% | $77,787-42.0% |
| Participation rate | 92.7% | 66.3%+26.4pp | 82.6%+10.0pp | 73.2%+19.4pp |
| Annual return | 49.61% | 35.57%+14.0pp | 802.84%-753.2pp | 32.57%+17.0pp |
| Employer contribution / active EE | $3,751 | $1,574+138.3% | $5,143-27.1% | $2,504+49.8% |
| Participant deferral / active EE | $5,638 | $2,560+120.3% | $5,198+8.5% | $3,967+42.1% |
| Admin fee / account holder | $39 | $81-51.7% | $13,954-99.7% | $100-61.0% |