Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,166 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $3,789 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,507 | $73,404-65.3% | $87,102-70.7% | $67,584-62.3% |
| Participation rate | 93.4% | 80.9%+12.6pp | 76.9%+16.6pp | 71.3%+22.2pp |
| Annual return | 23.23% | 48.29%-25.1pp | 28.19%-5.0pp | 378.59%-355.4pp |
| Employer contribution / active EE | $800 | $2,014-60.3% | $2,521-68.3% | $2,148-62.8% |
| Participant deferral / active EE | $1,552 | $3,913-60.3% | $4,048-61.7% | $3,540-56.1% |
| Admin fee / account holder | $25 | $142-82.3% | $7,493-99.7% | $142-82.4% |