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 | $522,022 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,709 | $52,346+14.1% | $143,757-58.5% | $78,044-23.5% |
| Participation rate | 97.7% | 72.7%+25.0pp | 80.3%+17.4pp | 74.4%+23.3pp |
| Annual return | -14.08% | -14.19%+0.1pp | -0.04%-14.0pp | 10.87%-25.0pp |
| Employer contribution / active EE | $6,034 | $2,131+183.1% | $4,951+21.9% | $3,125+93.1% |
| Participant deferral / active EE | $10,683 | $3,800+181.1% | $5,637+89.5% | $5,084+110.1% |
| Admin fee / account holder | $67 | $63+6.0% | $14,673-99.5% | $79-14.8% |