Filed March 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,558 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,826 | $44,897+6.5% | $84,966-43.7% | $199,593-76.0% |
| Participation rate | 86.6% | 45.7%+40.9pp | 67.5%+19.1pp | 72.0%+14.6pp |
| Annual return | 18.91% | 20.96%-2.1pp | 66.38%-47.5pp | 34.25%-15.3pp |
| Employer contribution / active EE | $2,781 | $1,365+103.7% | $2,727+2.0% | $3,034-8.3% |
| Participant deferral / active EE | $7,906 | $2,668+196.3% | $4,519+74.9% | $5,087+55.4% |
| Admin fee / account holder | $4 | $584-99.3% | $6,149-99.9% | $269-98.5% |