Filed August 27, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $161,036 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $56,250 |
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $13,313 |
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 | $96,820 | $96,403+0.4% | $93,606+3.4% | $77,787+24.5% |
| Participation rate | 95.5% | 87.6%+7.8pp | 75.8%+19.7pp | 73.2%+22.3pp |
| Annual return | 26.44% | 39.36%-12.9pp | 32.76%-6.3pp | 32.57%-6.1pp |
| Employer contribution / active EE | $2,669 | $3,616-26.2% | $2,718-1.8% | $2,504+6.6% |
| Participant deferral / active EE | $7,621 | $5,341+42.7% | $4,069+87.3% | $3,967+92.1% |
| Admin fee / account holder | $99 | $90+10.8% | $7,888-98.7% | $100-0.9% |