Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 188 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,603 |
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 | $165,157 | $108,617+52.1% | $108,421+52.3% | $93,010+77.6% |
| Participation rate | 95.3% | 83.1%+12.2pp | 80.1%+15.2pp | 73.9%+21.4pp |
| Annual return | 0.00% | 21.63%-21.6pp | 905.61%-905.6pp | 158.70%-158.7pp |
| Employer contribution / active EE | $2,725 | $3,249-16.1% | $3,560-23.5% | $2,705+0.7% |
| Participant deferral / active EE | $9,872 | $7,885+25.2% | $6,564+50.4% | $4,561+116.5% |
| Admin fee / account holder | $35 | $94-62.4% | $7,298-99.5% | $152-76.8% |