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 | -$166,962 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,204 | $80,211+88.5% | $74,184+103.8% | $63,975+136.3% |
| Participation rate | 96.2% | 84.2%+12.1pp | 76.6%+19.6pp | 71.1%+25.1pp |
| Annual return | 4.37% | 14.13%-9.8pp | 17.74%-13.4pp | 48.65%-44.3pp |
| Employer contribution / active EE | $3,726 | $2,553+45.9% | $2,370+57.2% | $2,182+70.8% |
| Participant deferral / active EE | $8,433 | $4,370+93.0% | $3,550+137.6% | $3,356+151.3% |
| Admin fee / account holder | -$61 | $67-190.9% | $5,586-101.1% | $70-186.7% |