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 | $33,592 |
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 | $37,178 | $46,292-19.7% | $143,757-74.1% | $64,808-42.6% |
| Participation rate | 88.4% | 64.2%+24.2pp | 80.3%+8.1pp | 71.5%+17.0pp |
| Annual return | -16.95% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $3,461 | $1,910+81.2% | $4,951-30.1% | $2,506+38.1% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $98 | $154-36.4% | $14,673-99.3% | $188-47.9% |