Filed March 25, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$125,103 |
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 | $149,633 | $71,957+107.9% | $67,652+121.2% | $59,188+152.8% |
| Participation rate | 94.7% | 82.7%+12.0pp | 75.7%+19.0pp | 69.4%+25.3pp |
| Annual return | 4.66% | 8.53%-3.9pp | 6625.40%-6620.7pp | 5.51%-0.8pp |
| Employer contribution / active EE | $3,785 | $2,432+55.6% | $2,266+67.0% | $2,098+80.4% |
| Participant deferral / active EE | $8,163 | $4,211+93.9% | $3,560+129.3% | $3,265+150.1% |
| Admin fee / account holder | $10 | $64-83.7% | $4,821-99.8% | $92-88.7% |