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 | $33,885 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $10,029 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,839 | $105,173-86.8% | $87,102-84.1% | $77,775-82.2% |
| Participation rate | 71.7% | 85.8%-14.1pp | 76.9%-5.2pp | 73.2%-1.5pp |
| Annual return | 20.84% | 24.52%-3.7pp | 28.19%-7.3pp | 32.58%-11.7pp |
| Employer contribution / active EE | $949 | $2,890-67.2% | $2,521-62.4% | $2,504-62.1% |
| Participant deferral / active EE | $1,244 | $5,048-75.4% | $4,048-69.3% | $3,966-68.6% |
| Admin fee / account holder | $24 | $105-77.3% | $7,493-99.7% | $100-76.3% |