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 | $206,277 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,806 |
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 | $23,630 | $59,312-60.2% | $149,740-84.2% | $103,657-77.2% |
| Participation rate | 46.9% | 70.3%-23.4pp | 78.8%-31.9pp | 73.4%-26.5pp |
| Annual return | 16.54% | 78.03%-61.5pp | 134.51%-118.0pp | 33.13%-16.6pp |
| Employer contribution / active EE | $1,050 | $2,187-52.0% | $4,821-78.2% | $3,216-67.4% |
| Participant deferral / active EE | $3 | $3,719-99.9% | $5,683-99.9% | $5,218-99.9% |
| Admin fee / account holder | $40 | $103-60.7% | $13,222-99.7% | $114-64.7% |