Filed April 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $595,234 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,350 | $136,780-0.3% | $189,534-28.1% | $101,555+34.3% |
| Participation rate | 98.9% | 90.9%+8.0pp | 87.8%+11.1pp | 74.5%+24.3pp |
| Annual return | 13.85% | 37.00%-23.1pp | 555.39%-541.5pp | 21.00%-7.2pp |
| Employer contribution / active EE | $6,371 | $4,857+31.2% | $6,162+3.4% | $2,972+114.4% |
| Participant deferral / active EE | $6,254 | $7,572-17.4% | $8,220-23.9% | $4,874+28.3% |
| Admin fee / account holder | $66 | $64+2.9% | $12,049-99.5% | $139-52.7% |