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 | $758,437 |
Service code 27 · EIN 39-0394950 | Advisory (Plan) | $30,201 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $40,964 | $119,153-65.6% | $151,634-73.0% | $78,104-47.6% |
| Participation rate | 95.6% | 92.5%+3.2pp | 87.5%+8.2pp | 74.5%+21.1pp |
| Annual return | -14.31% | -10.83%-3.5pp | 3.32%-17.6pp | 10.90%-25.2pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $6,165-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $9,195 | $8,624+6.6% | $8,363+10.0% | $5,089+80.7% |
| Admin fee / account holder | $81 | $69+18.2% | $11,614-99.3% | $79+3.0% |