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 | $5,927 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,520 | $138,385+118.6% | $184,200+64.2% | $80,874+274.1% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 15.46% | 20.02%-4.6pp | 28.80%-13.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $5,558 | $4,849+14.6% | $6,424-13.5% | $2,756+101.7% |
| Participant deferral / active EE | $7,686 | $7,073+8.7% | $9,132-15.8% | $4,297+78.9% |
| Admin fee / account holder | $119 | $10,483-98.9% | $13,907-99.1% | $6,935-98.3% |