Filed August 6, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $525,976 |
Filed as: FIRST BUSINESS Service code 27 · EIN 39-0394950 | Advisory (Plan) | $87,500 |
RICHEY MAY & CO LLP5+ years Filed as: RICHEY MAY & CO. Service code 10 · EIN 71-0911208 | Accounting | $10,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,247 | $110,760-73.6% | $162,185-82.0% | $82,204-64.4% |
| Participation rate | 95.7% | 92.7%+3.0pp | 87.6%+8.1pp | 73.4%+22.3pp |
| Annual return | 27.69% | 22.97%+4.7pp | 115.61%-87.9pp | 26.31%+1.4pp |
| Employer contribution / active EE | $0 | $4,437-100.0% | $5,613-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $6,782 | $6,652+2.0% | $7,297-7.1% | $4,246+59.7% |
| Admin fee / account holder | $83 | $65+27.7% | $10,844-99.2% | $76+10.1% |