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 | $56,301 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,694 | $100,272-60.4% | $170,043-76.7% | $74,460-46.7% |
| Participation rate | 94.2% | 87.4%+6.9pp | 87.0%+7.2pp | 70.7%+23.5pp |
| Annual return | 21.33% | 66.12%-44.8pp | 53.40%-32.1pp | 34.38%-13.0pp |
| Employer contribution / active EE | $1,997 | $4,266-53.2% | $6,790-70.6% | $2,638-24.3% |
| Participant deferral / active EE | $4,813 | $7,147-32.7% | $10,410-53.8% | $4,530+6.2% |
| Admin fee / account holder | $73 | $235-69.0% | $12,824-99.4% | $348-79.1% |