Filed May 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,348 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,121 | $86,897+39.4% | $151,645-20.1% | $64,824+86.8% |
| Participation rate | 92.1% | 87.3%+4.9pp | 87.5%+4.6pp | 71.5%+20.7pp |
| Annual return | -15.64% | -3.57%-12.1pp | 3.34%-19.0pp | 32.84%-48.5pp |
| Employer contribution / active EE | $7,676 | $4,010+91.4% | $6,165+24.5% | $2,507+206.2% |
| Participant deferral / active EE | $4,843 | $6,690-27.6% | $8,363-42.1% | $4,311+12.3% |
| Admin fee / account holder | $53 | $153-65.6% | $11,614-99.5% | $188-72.0% |