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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,520 | $138,347+118.7% | $184,203+64.2% | $80,856+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 | 28.81%-13.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,558 | $4,850+14.6% | $6,427-13.5% | $2,755+101.8% |
| Participant deferral / active EE | $7,686 | $7,071+8.7% | $9,131-15.8% | $4,296+78.9% |
| Admin fee / account holder | $119 | $10,483-98.9% | $13,901-99.1% | $6,918-98.3% |