Filed May 19, 2026 (most recent of 2 filings on file)
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,005 | $299,959-85.3% | $185,823-76.3% | - |
| Participation rate | 77.1% | 61.2%+15.9pp | 81.7%-4.6pp | - |
| Annual return | 14.33% | 9.80%+4.5pp | 122.05%-107.7pp | - |
| Employer contribution / active EE | $1,414 | $1,731-18.3% | $5,167-72.6% | - |
| Participant deferral / active EE | $3,249 | $2,385+36.2% | $5,568-41.7% | - |
| Admin fee / account holder | $28 | $47,864-99.9% | $16,237-99.8% | - |