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 | $16,389 |
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 | $109,708 | $71,192+54.1% | $117,857-6.9% | $62,293+76.1% |
| Participation rate | 97.0% | 74.2%+22.8pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 19.21% | 18.66%+0.6pp | 335.09%-315.9pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,246 | $1,934+16.2% | $3,786-40.7% | $2,042+10.0% |
| Participant deferral / active EE | $7,251 | $3,189+127.4% | $4,482+61.8% | $3,169+128.8% |
| Admin fee / account holder | $145 | $587-75.3% | $8,020-98.2% | $479-69.7% |