Filed November 26, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $269,981 |
FRAZIER & DEETER, LLC1 year Service code 10 · EIN 58-1433845 | Accounting | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,226 | $57,605-94.4% | $67,313-95.2% | $68,904-95.3% |
| Participation rate | 99.5% | 67.4%+32.1pp | 69.1%+30.5pp | 74.1%+25.4pp |
| Annual return | -4.70% | -3.81%-0.9pp | -4.08%-0.6pp | 1.07%-5.8pp |
| Employer contribution / active EE | $757 | $2,219-65.9% | $2,566-70.5% | $2,540-70.2% |
| Participant deferral / active EE | $1,103 | $3,063-64.0% | $3,568-69.1% | $4,015-72.5% |
| Admin fee / account holder | $30 | $77-60.7% | $4,507-99.3% | $71-57.3% |