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 | -$57,979 |
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 | $111,165 | $88,122+26.1% | $141,200-21.3% | $67,584+64.5% |
| Participation rate | 92.8% | 76.5%+16.4pp | 82.5%+10.3pp | 71.3%+21.5pp |
| Annual return | 32.16% | 75.40%-43.2pp | 71.41%-39.2pp | 378.59%-346.4pp |
| Employer contribution / active EE | $7,048 | $3,224+118.6% | $4,736+48.8% | $2,148+228.1% |
| Participant deferral / active EE | $12,195 | $5,958+104.7% | $6,710+81.7% | $3,540+244.5% |
| Admin fee / account holder | -$78 | $131-159.8% | $10,265-100.8% | $142-155.0% |