Filed March 5, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $273,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,041 | $57,150-17.7% | $93,696-49.8% | $106,553-55.9% |
| Participation rate | 27.6% | 49.1%-21.5pp | 68.7%-41.1pp | 69.8%-42.2pp |
| Annual return | 16.33% | 15.81%+0.5pp | 133.74%-117.4pp | 17.37%-1.0pp |
| Employer contribution / active EE | $557 | $1,015-45.2% | $2,422-77.0% | $3,359-83.4% |
| Participant deferral / active EE | $1,838 | $1,853-0.8% | $4,417-58.4% | $5,562-67.0% |
| Admin fee / account holder | $79 | $64+23.4% | $8,287-99.0% | $80-0.3% |