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 38-2722519 | Other Commissions | $105,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,390 |
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 | $95,726 | $185,342-48.4% | $111,306-14.0% | $86,821+10.3% |
| Participation rate | 97.5% | 81.0%+16.6pp | 77.3%+20.2pp | 72.3%+25.2pp |
| Annual return | 25.56% | 500.80%-475.2pp | 54.67%-29.1pp | 97.94%-72.4pp |
| Employer contribution / active EE | $4,825 | $2,246+114.8% | $2,732+76.6% | $2,406+100.5% |
| Participant deferral / active EE | $5,630 | $4,458+26.3% | $4,488+25.4% | $4,132+36.3% |
| Admin fee / account holder | -$23 | $255-109.2% | $7,966-100.3% | $170-113.8% |