Filed June 8, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,456 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,471 | $84,499-24.9% | $125,391-49.4% | $66,949-5.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -10.50% | -8.49%-2.0pp | 572.41%-582.9pp | 1.57%-12.1pp |
| Employer contribution / active EE | $11,446 | $3,554+222.1% | $4,816+137.7% | $2,545+349.7% |
| Participant deferral / active EE | $16,656 | $6,785+145.5% | $7,448+123.6% | $4,239+292.9% |
| Admin fee / account holder | $133 | $685-80.6% | $10,009-98.7% | $594-77.6% |