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 | $111,534 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,761 |
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 | $75,473 | $79,519-5.1% | $95,964-21.4% | $73,412+2.8% |
| Participation rate | 96.7% | 81.2%+15.6pp | 77.1%+19.7pp | 72.2%+24.6pp |
| Annual return | 2.64% | 19.20%-16.6pp | 91.64%-89.0pp | 59.30%-56.7pp |
| Employer contribution / active EE | $5,438 | $2,048+165.6% | $2,541+114.0% | $2,234+143.4% |
| Participant deferral / active EE | $5,960 | $4,138+44.0% | $4,167+43.0% | $3,806+56.6% |
| Admin fee / account holder | -$18 | $184-109.7% | $6,797-100.3% | $158-111.3% |