Filed May 14, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,672 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,350 | $52,122-36.0% | $104,301-68.0% | $64,819-48.5% |
| Participation rate | 74.2% | 56.0%+18.1pp | 73.3%+0.9pp | 71.5%+2.7pp |
| Annual return | -16.93% | 13.26%-30.2pp | 24.61%-41.5pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,628 | $1,627+0.1% | $3,373-51.7% | $2,507-35.1% |
| Participant deferral / active EE | $3,770 | $2,823+33.6% | $4,626-18.5% | $4,311-12.5% |
| Admin fee / account holder | $130 | $155-16.1% | $7,340-98.2% | $188-30.9% |