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 | $847 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,546 | $89,652+37.8% | $141,197-12.5% | $65,186+89.5% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.5%+9.5pp | 70.2%+21.7pp |
| Annual return | 30.05% | 32.79%-2.7pp | 71.41%-41.4pp | 29.39%+0.7pp |
| Employer contribution / active EE | $2,662 | $3,065-13.2% | $4,736-43.8% | $2,177+22.3% |
| Participant deferral / active EE | $12,990 | $5,691+128.2% | $6,710+93.6% | $3,514+269.6% |
| Admin fee / account holder | $17 | $569-97.1% | $10,265-99.8% | $847-98.0% |