Filed February 19, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,213 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $34,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,615 | $55,347-41.1% | $120,574-73.0% | $199,960-83.7% |
| Participation rate | 14.8% | 52.9%-38.0pp | 71.9%-57.1pp | 72.0%-57.2pp |
| Annual return | 21.87% | 15.37%+6.5pp | 107.42%-85.6pp | 34.28%-12.4pp |
| Employer contribution / active EE | $192 | $1,296-85.2% | $3,471-94.5% | $3,036-93.7% |
| Participant deferral / active EE | $856 | $2,350-63.6% | $4,996-82.9% | $5,087-83.2% |
| Admin fee / account holder | $191 | $134+42.2% | $9,445-98.0% | $269-29.2% |