Filed April 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,614 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,652 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $19,220 |
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 | $93,505 | $87,621+6.7% | $86,460+8.1% | $77,906+20.0% |
| Participation rate | 97.1% | 85.8%+11.4pp | 80.3%+16.8pp | 73.7%+23.5pp |
| Annual return | 35.73% | -13.90%+49.6pp | 4399.82%-4364.1pp | 12.16%+23.6pp |
| Employer contribution / active EE | $4,199 | $3,474+20.9% | $3,771+11.4% | $2,846+47.5% |
| Participant deferral / active EE | $10,726 | $8,645+24.1% | $6,954+54.2% | $4,805+123.2% |
| Admin fee / account holder | $60 | $85-29.0% | $6,727-99.1% | $133-54.7% |