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 | $950 |
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 | $124,653 | $75,183+65.8% | $123,894+0.6% | $55,167+126.0% |
| Participation rate | 91.0% | 72.8%+18.2pp | 81.4%+9.6pp | 69.0%+22.1pp |
| Annual return | 11.61% | 19.01%-7.4pp | 47.52%-35.9pp | 169.23%-157.6pp |
| Employer contribution / active EE | $2,881 | $2,823+2.0% | $4,617-37.6% | $1,963+46.8% |
| Participant deferral / active EE | $10,923 | $5,084+114.8% | $5,984+82.5% | $3,054+257.7% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-100.0% | $504-99.3% |