Filed April 7, 2026 (most recent of 6 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,161 |
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 | $83,245 | $122,585-32.1% | $184,256-54.8% | $200,096-58.4% |
| Participation rate | 97.9% | 86.9%+11.0pp | 86.8%+11.1pp | 72.0%+25.9pp |
| Annual return | 17.17% | 144.12%-126.9pp | 28.85%-11.7pp | 34.26%-17.1pp |
| Employer contribution / active EE | $5,344 | $4,571+16.9% | $6,427-16.9% | $3,038+75.9% |
| Participant deferral / active EE | $5,371 | $7,972-32.6% | $9,133-41.2% | $5,090+5.5% |
| Admin fee / account holder | $81 | $120-32.5% | $13,899-99.4% | $269-69.9% |