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 | $109,272 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,816 | $69,238-3.5% | $185,854-64.0% | $101,555-34.2% |
| Participation rate | 95.8% | 73.5%+22.3pp | 81.7%+14.1pp | 74.5%+21.3pp |
| Annual return | 12.63% | 21.26%-8.6pp | 122.12%-109.5pp | 21.00%-8.4pp |
| Employer contribution / active EE | $4,732 | $2,104+124.9% | $5,169-8.5% | $2,972+59.2% |
| Participant deferral / active EE | $7,672 | $3,764+103.8% | $5,569+37.8% | $4,874+57.4% |
| Admin fee / account holder | $15 | $66-76.7% | $16,246-99.9% | $139-88.9% |