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 | $87,541 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,250 |
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 | $82,743 | $65,118+27.1% | $76,767+7.8% | $55,725+48.5% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.0%+17.5pp | 70.9%+23.6pp |
| Annual return | 6.81% | -1.27%+8.1pp | 2.43%+4.4pp | 244.93%-238.1pp |
| Employer contribution / active EE | $4,551 | $1,941+134.5% | $2,485+83.1% | $2,078+119.0% |
| Participant deferral / active EE | $5,223 | $3,688+41.6% | $3,852+35.6% | $3,356+55.7% |
| Admin fee / account holder | $5 | $116-95.8% | $6,675-99.9% | $115-95.7% |