Filed March 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $444 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,209 | $70,002+114.6% | $115,038+30.6% | $52,331+187.0% |
| Participation rate | 89.7% | 72.1%+17.6pp | 81.4%+8.3pp | 68.1%+21.6pp |
| Annual return | 0.94% | 4.04%-3.1pp | 26.14%-25.2pp | 4.54%-3.6pp |
| Employer contribution / active EE | $3,372 | $2,715+24.2% | $4,608-26.8% | $1,882+79.2% |
| Participant deferral / active EE | $12,854 | $4,920+161.3% | $6,026+113.3% | $3,022+325.3% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.5% |