Filed October 27, 2025 (most recent of 2 filings on file)
Total covered: 7 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $103,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,227 | $63,905+0.5% | $74,184-13.4% | $57,658+11.4% |
| Participation rate | 96.1% | 79.8%+16.4pp | 76.6%+19.5pp | 70.2%+25.9pp |
| Annual return | -1.59% | 60.60%-62.2pp | 17.74%-19.3pp | 5.13%-6.7pp |
| Employer contribution / active EE | $4,869 | $1,840+164.5% | $2,370+105.4% | $1,974+146.7% |
| Participant deferral / active EE | $4,756 | $3,448+37.9% | $3,550+34.0% | $3,061+55.4% |
| Admin fee / account holder | $11 | $91-87.9% | $5,586-99.8% | $95-88.4% |