Filed June 24, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,256 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,147 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,025 | $89,054+64.0% | $102,457+42.5% | $77,692+88.0% |
| Participation rate | 94.1% | 80.9%+13.2pp | 76.5%+17.6pp | 70.6%+23.5pp |
| Annual return | 15.61% | 25.02%-9.4pp | 29.41%-13.8pp | 31.25%-15.6pp |
| Employer contribution / active EE | $3,849 | $2,698+42.7% | $3,022+27.4% | $2,726+41.2% |
| Participant deferral / active EE | $5,762 | $5,146+12.0% | $5,054+14.0% | $4,648+24.0% |
| Admin fee / account holder | $125 | $236-47.2% | $9,451-98.7% | $431-71.1% |