Filed October 27, 2025 (most recent of 2 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $113,273 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,790 | $69,305+28.1% | $82,312+7.9% | $69,631+27.5% |
| Participation rate | 96.0% | 80.3%+15.8pp | 76.9%+19.1pp | 70.7%+25.3pp |
| Annual return | 13.52% | 21.47%-7.9pp | 25.88%-12.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $4,076 | $1,887+116.0% | $2,428+67.8% | $2,032+100.6% |
| Participant deferral / active EE | $5,352 | $3,568+50.0% | $3,706+44.4% | $3,224+66.0% |
| Admin fee / account holder | $8 | $97-92.1% | $5,608-99.9% | $110-93.1% |