Filed September 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $213 |
Employer contribution per participant 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,696 | $56,629+8.9% | $77,999-20.9% | $55,167+11.8% |
| Participation rate | 80.5% | 73.3%+7.2pp | 75.5%+5.0pp | 69.0%+11.5pp |
| Annual return | 23.26% | 2866.98%-2843.7pp | 425.96%-402.7pp | 169.23%-146.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,528 | $2,777+207.1% | $3,497+143.9% | $3,054+179.2% |
| Admin fee / account holder | $35 | $467-92.4% | $5,480-99.4% | $504-93.0% |