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 | $506,461 |
Service code 27 · EIN 39-0394950 | Advisory (Plan) | $15,000 |
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 | $56,543 | $129,756-56.4% | $170,055-66.8% | $103,657-45.5% |
| Participation rate | 97.4% | 91.3%+6.1pp | 87.0%+10.4pp | 73.4%+24.0pp |
| Annual return | 19.30% | 20.17%-0.9pp | 53.43%-34.1pp | 33.13%-13.8pp |
| Employer contribution / active EE | $0 | $5,236-100.0% | $6,790-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $8,756 | $8,283+5.7% | $10,410-15.9% | $5,218+67.8% |
| Admin fee / account holder | $68 | $73-7.2% | $12,828-99.5% | $114-40.7% |