Filed May 14, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,431 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,267 | $110,282-49.9% | $102,434-46.0% | $199,960-72.4% |
| Participation rate | 93.2% | 86.3%+6.9pp | 76.5%+16.7pp | 72.0%+21.2pp |
| Annual return | 13.69% | 35.75%-22.1pp | 29.46%-15.8pp | 34.28%-20.6pp |
| Employer contribution / active EE | $1,380 | $3,603-61.7% | $3,023-54.4% | $3,036-54.5% |
| Participant deferral / active EE | $3,759 | $6,376-41.0% | $5,055-25.6% | $5,087-26.1% |
| Admin fee / account holder | $57 | $122-53.2% | $9,462-99.4% | $269-78.7% |