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 | $10,683 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $6,899 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,392 | $99,212-65.3% | $96,564-64.4% | $74,478-53.8% |
| Participation rate | 93.0% | 80.7%+12.3pp | 76.0%+17.0pp | 70.7%+22.3pp |
| Annual return | 18.32% | 22.40%-4.1pp | 25.89%-7.6pp | 34.37%-16.1pp |
| Employer contribution / active EE | $1,558 | $2,569-39.4% | $2,967-47.5% | $2,637-40.9% |
| Participant deferral / active EE | $3,217 | $4,938-34.8% | $4,852-33.7% | $4,530-29.0% |
| Admin fee / account holder | $59 | $225-73.9% | $8,256-99.3% | $347-83.1% |