Filed April 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $225,780 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,356 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-0859910 | Accounting | $13,054 |
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 | $142,220 | $115,744+22.9% | $100,398+41.7% | $199,874-28.8% |
| Participation rate | 97.2% | 85.7%+11.6pp | 81.5%+15.7pp | 72.0%+25.2pp |
| Annual return | 16.11% | 17.79%-1.7pp | 49.32%-33.2pp | 34.28%-18.2pp |
| Employer contribution / active EE | $4,632 | $3,657+26.7% | $3,946+17.4% | $3,036+52.6% |
| Participant deferral / active EE | $12,361 | $9,844+25.6% | $8,084+52.9% | $5,090+142.9% |
| Admin fee / account holder | $97 | $93+5.0% | $7,893-98.8% | $269-63.8% |