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 | $27,231 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,948 | $52,293-25.5% | $178,490-78.2% | $73,409-46.9% |
| Participation rate | 93.4% | 65.3%+28.1pp | 81.9%+11.5pp | 72.2%+21.3pp |
| Annual return | 16.38% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,446 | $1,735+40.9% | $5,011-51.2% | $2,234+9.5% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $76 | $127-40.5% | $13,984-99.5% | $158-52.0% |