Filed March 13, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,155 |
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 | $128,806 | $100,801+27.8% | $149,751-14.0% | $73,415+75.4% |
| Participation rate | 95.1% | 77.7%+17.4pp | 82.5%+12.6pp | 72.2%+22.9pp |
| Annual return | 23.65% | 265.34%-241.7pp | 276.71%-253.1pp | 59.30%-35.6pp |
| Employer contribution / active EE | $7,952 | $3,312+140.1% | $4,646+71.2% | $2,234+256.0% |
| Participant deferral / active EE | $13,017 | $6,404+103.3% | $6,843+90.2% | $3,806+242.0% |
| Admin fee / account holder | $62 | $181-65.5% | $9,312-99.3% | $158-60.5% |