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 | $219 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,864 | $75,183+43.5% | $123,892-12.9% | $55,167+95.5% |
| Participation rate | 72.2% | 72.8%-0.6pp | 81.4%-9.2pp | 69.0%+3.2pp |
| Annual return | 6.65% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,491 | $5,084+67.0% | $5,984+41.9% | $3,054+178.0% |
| Admin fee / account holder | $5 | $663-99.2% | $8,357-99.9% | $504-98.9% |