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 | $76,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,138 | $104,336+41.0% | $159,495-7.7% | $86,828+69.5% |
| Participation rate | 92.9% | 77.7%+15.1pp | 82.8%+10.0pp | 72.3%+20.6pp |
| Annual return | 20.00% | 26.32%-6.3pp | 263.72%-243.7pp | 97.95%-77.9pp |
| Employer contribution / active EE | $8,073 | $3,451+133.9% | $4,831+67.1% | $2,406+235.5% |
| Participant deferral / active EE | $13,873 | $6,837+102.9% | $7,354+88.6% | $4,132+235.7% |
| Admin fee / account holder | $74 | $172-56.8% | $10,804-99.3% | $170-56.1% |