Filed May 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,244 |
Annual investment return 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).
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 | $109,695 | $100,801+8.8% | $149,715-26.7% | $73,412+49.4% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.5%+15.3pp | 72.2%+25.6pp |
| Annual return | 13.53% | 265.34%-251.8pp | 276.66%-263.1pp | 59.30%-45.8pp |
| Employer contribution / active EE | $5,513 | $3,312+66.5% | $4,645+18.7% | $2,234+146.8% |
| Participant deferral / active EE | $13,248 | $6,404+106.9% | $6,842+93.6% | $3,806+248.1% |
| Admin fee / account holder | -$51 | $181-128.3% | $9,310-100.5% | $158-132.4% |