Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,886 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,296 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,839 | $137,414+80.4% | $189,513+30.8% | $85,850+188.7% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | 14.02% | 38.14%-24.1pp | 555.15%-541.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $8,133 | $4,344+87.2% | $6,162+32.0% | $2,565+217.0% |
| Participant deferral / active EE | $7,047 | $6,260+12.6% | $8,221-14.3% | $3,952+78.3% |
| Admin fee / account holder | $219 | $8,630-97.5% | $12,045-98.2% | $6,260-96.5% |