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 | $94,487 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,875 |
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 | $78,990 | $73,404+7.6% | $87,103-9.3% | $67,582+16.9% |
| Participation rate | 95.8% | 80.9%+14.9pp | 76.9%+18.9pp | 71.3%+24.5pp |
| Annual return | 6.18% | 48.29%-42.1pp | 28.19%-22.0pp | 378.57%-372.4pp |
| Employer contribution / active EE | $4,823 | $2,014+139.5% | $2,521+91.3% | $2,148+124.5% |
| Participant deferral / active EE | $5,530 | $3,913+41.3% | $4,049+36.6% | $3,539+56.3% |
| Admin fee / account holder | -$14 | $142-110.2% | $7,491-100.2% | $142-110.1% |