Filed May 19, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $388 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,832 | $70,002+65.5% | $115,038+0.7% | $52,331+121.3% |
| Participation rate | 70.4% | 72.1%-1.7pp | 81.4%-11.0pp | 68.1%+2.3pp |
| Annual return | 10.12% | 4.04%+6.1pp | 26.14%-16.0pp | 4.54%+5.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,321 | $4,920+69.1% | $6,026+38.1% | $3,022+175.3% |
| Admin fee / account holder | $5 | $566-99.0% | $8,175-99.9% | $592-99.1% |