Filed May 14, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,089 | $107,440-77.6% | $105,736-77.2% | $55,725-56.8% |
| Participation rate | 57.7% | 55.5%+2.2pp | 76.3%-18.6pp | 70.9%-13.1pp |
| Annual return | -6.64% | -0.59%-6.1pp | 6.27%-12.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,036 | $1,448-28.5% | $3,268-68.3% | $2,078-50.1% |
| Participant deferral / active EE | $2,444 | $2,171+12.6% | $4,080-40.1% | $3,356-27.2% |
| Admin fee / account holder | $73 | $283-74.4% | $6,913-98.9% | $115-36.9% |