Filed September 30, 2025
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,713 | $73,638-35.2% | $95,952-50.3% | $73,488-35.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 77.1%-5.7pp | 70.7%+0.7pp |
| Annual return | 13.17% | 16.78%-3.6pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $142 | $1,863-92.4% | $2,541-94.4% | $2,270-93.7% |
| Participant deferral / active EE | $2,355 | $3,617-34.9% | $4,167-43.5% | $3,740-37.0% |
| Admin fee / account holder | $6 | $482-98.8% | $6,795-99.9% | $513-98.9% |