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 | $769,493 |
Service code 27 · EIN 39-0394950 | Advisory (Plan) | $30,500 |
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 | $38,975 | $143,889-72.9% | $189,534-79.4% | $106,520-63.4% |
| Participation rate | 97.1% | 89.1%+8.0pp | 87.8%+9.3pp | 71.3%+25.8pp |
| Annual return | 22.12% | 17.38%+4.7pp | 555.39%-533.3pp | 19.28%+2.8pp |
| Employer contribution / active EE | $0 | $4,416-100.0% | $6,162-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $8,017 | $7,575+5.8% | $8,220-2.5% | $4,948+62.0% |
| Admin fee / account holder | $71 | $98-27.6% | $12,049-99.4% | $75-4.5% |