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 | $561,865 |
Service code 27 · EIN 39-0394950 | Advisory (Plan) | $35,000 |
RICHEY MAY & CO LLP6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,099 | $122,602-72.2% | $177,839-80.8% | $93,223-63.4% |
| Participation rate | 96.4% | 91.3%+5.1pp | 87.7%+8.7pp | 74.9%+21.5pp |
| Annual return | 22.81% | 22.53%+0.3pp | 48.33%-25.5pp | 19.29%+3.5pp |
| Employer contribution / active EE | $0 | $4,338-100.0% | $5,919-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $7,775 | $7,134+9.0% | $7,714+0.8% | $4,563+70.4% |
| Admin fee / account holder | $66 | $62+7.4% | $12,432-99.5% | $79-16.4% |