Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $240,356 |
FREED MAXICK CPAS PC1 year Service code 10 · EIN 45-4051133 | Accounting | $15,950 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,369 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,050 | $52,346+47.2% | $143,801-46.4% | $78,104-1.4% |
| Participation rate | 71.4% | 72.7%-1.3pp | 80.3%-8.9pp | 74.5%-3.1pp |
| Annual return | -14.17% | -14.19%0pp | -0.04%-14.1pp | 10.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $4,965 | $3,800+30.6% | $5,639-12.0% | $5,089-2.4% |
| Admin fee / account holder | $36 | $63-42.9% | $14,680-99.8% | $79-54.1% |