Filed August 6, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KERBER ROSE SC5 years Service code 10 · EIN 39-1658423 | Accounting | $11,500 |
MAP RETIREMENT, INC.4 years Filed as: MAP RETIREMENT Service code 13 805 BROADWAY STREET, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $8,483 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,729 | $132,049+40.7% | $200,582-7.4% | $74,304+150.0% |
| Participation rate | 99.1% | 84.1%+15.1pp | 86.9%+12.2pp | 60.3%+38.8pp |
| Annual return | 17.50% | 22.22%-4.7pp | 42.33%-24.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $4,049 | $4,558-11.2% | $6,419-36.9% | $2,241+80.7% |
| Participant deferral / active EE | $7,583 | $7,213+5.1% | $9,331-18.7% | $3,767+101.3% |
| Admin fee / account holder | $136 | $2,405-94.4% | $16,305-99.2% | $2,969-95.4% |