Filed April 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $240,842 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,965 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $10,054 |
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 | $117,863 | $103,918+13.4% | $94,677+24.5% | $80,187+47.0% |
| Participation rate | 97.5% | 85.8%+11.6pp | 80.8%+16.6pp | 72.9%+24.5pp |
| Annual return | 21.35% | 27.77%-6.4pp | 156.95%-135.6pp | 40.40%-19.0pp |
| Employer contribution / active EE | $4,726 | $3,539+33.5% | $3,673+28.7% | $2,980+58.6% |
| Participant deferral / active EE | $11,801 | $9,528+23.9% | $7,418+59.1% | $5,016+135.2% |
| Admin fee / account holder | $90 | $96-7.2% | $7,222-98.8% | $145-38.3% |