Filed April 10, 2026 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,571 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,224 | $132,049-9.7% | $200,582-40.6% | $74,304+60.5% |
| Participation rate | 92.2% | 84.1%+8.1pp | 86.9%+5.3pp | 60.3%+31.9pp |
| Annual return | 15.56% | 22.22%-6.7pp | 42.33%-26.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,778 | $4,558-39.0% | $6,419-56.7% | $2,241+23.9% |
| Participant deferral / active EE | $8,163 | $7,213+13.2% | $9,331-12.5% | $3,767+116.7% |
| Admin fee / account holder | $148 | $2,405-93.9% | $16,305-99.1% | $2,969-95.0% |