Filed April 21, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,134 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $462,871 | $131,734+251.4% | $93,786+393.5% | $64,824+614.0% |
| Participation rate | 98.4% | 85.5%+13.0pp | 81.0%+17.4pp | 71.5%+27.0pp |
| Annual return | -17.73% | -14.04%-3.7pp | -11.32%-6.4pp | 32.84%-50.6pp |
| Employer contribution / active EE | $20,476 | $5,643+262.9% | $4,328+373.1% | $2,507+716.7% |
| Participant deferral / active EE | $12,836 | $8,135+57.8% | $6,100+110.4% | $4,311+197.7% |
| Admin fee / account holder | $97 | $141-31.1% | $7,184-98.6% | $188-48.2% |