Filed February 6, 2026 (most recent of 3 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
JGD & ASSOCIATES LLP1 year Service code 10 · EIN 95-3132551 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $169 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $100,317 | $135,956-26.2% | $123,894-19.0% | $273,972-63.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.47% | 56.63%-48.2pp | 47.52%-39.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,611 | $5,170-10.8% | $4,617-0.1% | $4,869-5.3% |
| Participant deferral / active EE | $18,590 | $6,343+193.1% | $5,984+210.6% | $5,287+251.6% |
| Admin fee / account holder | $52 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |