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 | $37,637 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 16 · EIN 13-5674085 | Consulting | $19,810 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,599 | $144,879-88.5% | $111,319-85.1% | $93,010-82.2% |
| Participation rate | 76.6% | 86.1%-9.5pp | 77.3%-0.7pp | 73.9%+2.7pp |
| Annual return | 13.08% | 18.11%-5.0pp | 54.68%-41.6pp | 158.70%-145.6pp |
| Employer contribution / active EE | $1,485 | $3,052-51.3% | $2,732-45.6% | $2,705-45.1% |
| Participant deferral / active EE | $1,903 | $5,576-65.9% | $4,488-57.6% | $4,561-58.3% |
| Admin fee / account holder | $25 | $104-75.6% | $7,966-99.7% | $152-83.3% |