Filed October 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,407 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,737 | $50,982-20.1% | $154,803-73.7% | $85,563-52.4% |
| Participation rate | 98.1% | 59.8%+38.3pp | 78.1%+20.0pp | 66.0%+32.1pp |
| Annual return | 19.59% | 30.35%-10.8pp | 58.88%-39.3pp | 31.51%-11.9pp |
| Employer contribution / active EE | $3,542 | $1,708+107.4% | $4,305-17.7% | $2,654+33.5% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $86 | $846-89.8% | $14,329-99.4% | $834-89.7% |