Filed May 19, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $12,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,011 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,005 | $299,959-85.3% | $185,849-76.3% | - |
| Participation rate | 77.1% | 61.2%+15.9pp | 81.7%-4.6pp | - |
| Annual return | 14.33% | 9.80%+4.5pp | 122.10%-107.8pp | - |
| Employer contribution / active EE | $1,414 | $1,731-18.3% | $5,169-72.6% | - |
| Participant deferral / active EE | $3,249 | $2,385+36.2% | $5,569-41.7% | - |
| Admin fee / account holder | $28 | $47,864-99.9% | $16,244-99.8% | - |