Filed March 26, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,969 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,490 | $57,921+45.9% | $84,750-0.3% | $57,658+46.5% |
| Participation rate | 74.6% | 72.9%+1.7pp | 76.6%-2.0pp | 70.2%+4.4pp |
| Annual return | 6.75% | 10.24%-3.5pp | 22.78%-16.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $288 | $2,598-88.9% | $3,574-91.9% | $1,974-85.4% |
| Participant deferral / active EE | $5,465 | $2,742+99.3% | $3,712+47.2% | $3,061+78.5% |
| Admin fee / account holder | $11 | $130-91.6% | $5,332-99.8% | $95-88.5% |