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 | -$13,594 |
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 | $85,058 | $75,388+12.8% | $123,553-31.2% | $55,727+52.6% |
| Participation rate | 92.9% | 75.7%+17.2pp | 82.3%+10.6pp | 70.9%+22.0pp |
| Annual return | 0.88% | 4.48%-3.6pp | 119.21%-118.3pp | 244.94%-244.1pp |
| Employer contribution / active EE | $2,996 | $3,063-2.2% | $4,628-35.3% | $2,078+44.2% |
| Participant deferral / active EE | $10,785 | $5,651+90.9% | $6,426+67.8% | $3,356+221.4% |
| Admin fee / account holder | -$22 | $120-118.0% | $9,284-100.2% | $115-118.8% |