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 | $20,576 |
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 | $80,147 | $91,439-12.3% | $135,974-41.1% | $71,511+12.1% |
| Participation rate | 97.1% | 75.7%+21.4pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 24.19% | 29.90%-5.7pp | 68.30%-44.1pp | 28.86%-4.7pp |
| Employer contribution / active EE | $8,588 | $3,705+131.8% | $4,859+76.7% | $2,589+231.7% |
| Participant deferral / active EE | $17,971 | $7,093+153.4% | $7,760+131.6% | $4,291+318.8% |
| Admin fee / account holder | $111 | $1,267-91.2% | $10,767-99.0% | $1,588-93.0% |