Filed March 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,069 | $40,278-3.0% | $80,569-51.5% | $80,160-51.3% |
| Participation rate | 92.5% | 47.5%+44.9pp | 67.0%+25.5pp | 72.9%+19.6pp |
| Annual return | 24.72% | 50.86%-26.1pp | 935.43%-910.7pp | 40.38%-15.7pp |
| Employer contribution / active EE | $2,522 | $1,332+89.3% | $2,723-7.4% | $2,978-15.3% |
| Participant deferral / active EE | $8,073 | $2,696+199.5% | $4,447+81.5% | $5,017+60.9% |
| Admin fee / account holder | $10 | $210-95.5% | $5,377-99.8% | $145-93.4% |