Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $104,077 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $1,674 | $62,111-97.3% | $71,671-97.7% | $177,276-99.1% |
| Participation rate | 99.7% | 69.4%+30.2pp | 68.7%+30.9pp | 74.8%+24.8pp |
| Annual return | 0.00% | 17.83%-17.8pp | 20.65%-20.6pp | 21.25%-21.3pp |
| Employer contribution / active EE | $742 | $2,059-63.9% | $2,460-69.8% | $2,479-70.1% |
| Participant deferral / active EE | $361 | $2,943-87.7% | $3,438-89.5% | $3,881-90.7% |
| Admin fee / account holder | $14 | $66-79.5% | $5,558-99.8% | $154-91.1% |