Filed February 2, 2026 (most recent of 12 filings on file)
Total covered: 56 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,261 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $19,096 |
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.
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 | $13,603 | $176,471-92.3% | $95,968-85.8% | $90,274-84.9% |
| Participation rate | 81.5% | 86.6%-5.1pp | 77.1%+4.4pp | 73.4%+8.1pp |
| Annual return | 15.65% | 20.15%-4.5pp | 91.65%-76.0pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,502 | $2,783-46.1% | $2,542-40.9% | $2,523-40.5% |
| Participant deferral / active EE | $1,675 | $5,325-68.6% | $4,167-59.8% | $4,231-60.4% |
| Admin fee / account holder | $26 | $154-83.2% | $6,798-99.6% | $114-77.2% |