Filed July 16, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,768 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,953 | $63,924+39.2% | $108,579-18.1% | $55,167+61.2% |
| Participation rate | 99.0% | 74.3%+24.7pp | 79.6%+19.4pp | 69.0%+30.0pp |
| Annual return | 9.69% | 15.31%-5.6pp | -51.70%+61.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,661 | $3,067+117.2% | $4,311+54.5% | $3,054+118.1% |
| Admin fee / account holder | $117 | $618-81.1% | $7,645-98.5% | $504-76.8% |