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 | $180,658 |
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 | $147,186 | $103,918+41.6% | $94,677+55.5% | $80,187+83.6% |
| Participation rate | 97.5% | 85.8%+11.6pp | 80.8%+16.6pp | 72.9%+24.5pp |
| Annual return | 20.83% | 27.77%-6.9pp | 156.95%-136.1pp | 40.40%-19.6pp |
| Employer contribution / active EE | $3,323 | $3,539-6.1% | $3,673-9.5% | $2,980+11.5% |
| Participant deferral / active EE | $11,953 | $9,528+25.5% | $7,418+61.1% | $5,016+138.3% |
| Admin fee / account holder | $57 | $96-41.1% | $7,222-99.2% | $145-60.8% |