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 | $114,896 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,192 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,213 | $89,093+22.6% | $102,434+6.6% | $77,736+40.5% |
| Participation rate | 95.1% | 80.9%+14.2pp | 76.5%+18.6pp | 70.6%+24.5pp |
| Annual return | 13.81% | 25.03%-11.2pp | 29.46%-15.6pp | 31.26%-17.5pp |
| Employer contribution / active EE | $4,955 | $2,699+83.5% | $3,023+63.9% | $2,728+81.6% |
| Participant deferral / active EE | $6,343 | $5,147+23.2% | $5,055+25.5% | $4,651+36.4% |
| Admin fee / account holder | -$23 | $236-109.9% | $9,462-100.2% | $433-105.4% |