Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,444 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,003 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,547 | $110,083+85.8% | $151,645+34.9% | $68,490+198.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.51% | -10.12%-9.4pp | 3.34%-22.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $11,430 | $4,470+155.7% | $6,165+85.4% | $2,597+340.2% |
| Participant deferral / active EE | $10,059 | $6,526+54.1% | $8,363+20.3% | $4,028+149.7% |
| Admin fee / account holder | $162 | $7,718-97.9% | $11,614-98.6% | $5,403-97.0% |