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 | $114,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,428 | $72,303+27.8% | $86,698+6.6% | $64,824+42.6% |
| Participation rate | 96.4% | 80.4%+16.0pp | 76.6%+19.9pp | 71.5%+25.0pp |
| Annual return | -11.72% | 392.77%-404.5pp | 35.96%-47.7pp | 32.84%-44.6pp |
| Employer contribution / active EE | $6,592 | $2,393+175.5% | $2,837+132.4% | $2,507+162.9% |
| Participant deferral / active EE | $6,948 | $4,660+49.1% | $4,656+49.2% | $4,311+61.2% |
| Admin fee / account holder | -$24 | $174-113.8% | $7,492-100.3% | $188-112.8% |