Filed August 4, 2025 (most recent of 17 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,899,403 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $269,888 | $94,554+185.4% | $133,982+101.4% | $106,273+154.0% |
| Participation rate | 97.1% | 76.2%+20.9pp | 79.8%+17.3pp | 70.8%+26.3pp |
| Annual return | 16.44% | 16.55%-0.1pp | 45.10%-28.7pp | 21.70%-5.3pp |
| Employer contribution / active EE | $6,871 | $2,503+174.5% | $3,919+75.3% | $2,722+152.4% |
| Participant deferral / active EE | $7,455 | $4,130+80.5% | $5,047+47.7% | $4,601+62.0% |
| Admin fee / account holder | $78 | $69+12.6% | $8,930-99.1% | $78-1.0% |