Filed December 17, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $168,474 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $67,576 |
Annual investment return 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 | $20,612 | $45,022-54.2% | $85,240-75.8% | $200,096-89.7% |
| Participation rate | 72.4% | 45.8%+26.5pp | 67.5%+4.8pp | 72.0%+0.3pp |
| Annual return | 11.63% | 21.00%-9.4pp | 66.75%-55.1pp | 34.26%-22.6pp |
| Employer contribution / active EE | $2,138 | $1,374+55.6% | $2,735-21.8% | $3,038-29.6% |
| Participant deferral / active EE | $2,008 | $2,682-25.1% | $4,527-55.6% | $5,090-60.5% |
| Admin fee / account holder | $148 | $585-74.7% | $6,165-97.6% | $269-45.1% |