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 | $55,797 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,029 | $95,388+16.4% | $125,401-11.5% | $77,906+42.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 82.4%+10.9pp | 73.7%+19.6pp |
| Annual return | -17.64% | 116.19%-133.8pp | 572.53%-590.2pp | 12.16%-29.8pp |
| Employer contribution / active EE | $8,338 | $3,666+127.4% | $4,816+73.1% | $2,846+192.9% |
| Participant deferral / active EE | $14,351 | $7,711+86.1% | $7,448+92.7% | $4,805+198.6% |
| Admin fee / account holder | $46 | $119-60.9% | $10,008-99.5% | $133-65.0% |