Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,813 |
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 | $43,283 | $129,095-66.5% | $184,200-76.5% | $77,671-44.3% |
| Participation rate | 89.8% | 87.3%+2.4pp | 86.8%+2.9pp | 70.6%+19.2pp |
| Annual return | 17.11% | 33.29%-16.2pp | 28.80%-11.7pp | 31.21%-14.1pp |
| Employer contribution / active EE | $2,018 | $4,410-54.2% | $6,424-68.6% | $2,726-26.0% |
| Participant deferral / active EE | $4,854 | $7,300-33.5% | $9,132-46.8% | $4,648+4.4% |
| Admin fee / account holder | $79 | $256-69.3% | $13,907-99.4% | $430-81.7% |