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 | $220,980 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,052 | $67,823-63.1% | $155,602-83.9% | $99,187-74.7% |
| Participation rate | 51.4% | 67.5%-16.1pp | 78.2%-26.8pp | 71.7%-20.2pp |
| Annual return | 13.03% | 16.16%-3.1pp | 64.81%-51.8pp | 17.66%-4.6pp |
| Employer contribution / active EE | $1,151 | $2,280-49.5% | $4,675-75.4% | $3,262-64.7% |
| Participant deferral / active EE | $3 | $3,847-99.9% | $5,629-100.0% | $5,339-99.9% |
| Admin fee / account holder | $42 | $94-55.6% | $15,923-99.7% | $109-61.9% |