Filed February 10, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,284 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,109 | $92,091-52.1% | $63,018-30.0% | $77,958-43.4% |
| Participation rate | 59.9% | 74.5%-14.5pp | 74.8%-14.9pp | 71.6%-11.7pp |
| Annual return | 16.30% | 16.23%+0.1pp | 87.63%-71.3pp | 20.87%-4.6pp |
| Employer contribution / active EE | $1,252 | $3,424-63.4% | $2,761-54.6% | $2,310-45.8% |
| Participant deferral / active EE | $444 | $3,361-86.8% | $3,330-86.7% | $3,537-87.4% |
| Admin fee / account holder | $0 | $48-100.0% | $3,601-100.0% | $97-100.0% |