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 | $913 |
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 | $152,067 | $99,957+52.1% | $149,745+1.6% | $73,497+106.9% |
| Participation rate | 90.3% | 75.7%+14.6pp | 82.5%+7.8pp | 70.7%+19.6pp |
| Annual return | 23.07% | 53.87%-30.8pp | 276.72%-253.7pp | 28.51%-5.4pp |
| Employer contribution / active EE | $3,755 | $3,191+17.7% | $4,646-19.2% | $2,270+65.4% |
| Participant deferral / active EE | $13,076 | $6,073+115.3% | $6,843+91.1% | $3,740+249.6% |
| Admin fee / account holder | $18 | $551-96.6% | $9,312-99.8% | $513-96.4% |