Filed February 12, 2026 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $238,576 |
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 | $125,320 | $94,115+33.2% | $83,327+50.4% | $73,367+70.8% |
| Participation rate | 88.7% | 83.7%+5.0pp | 77.8%+10.9pp | 69.5%+19.2pp |
| Annual return | -3.12% | -6.12%+3.0pp | 10.64%-13.8pp | 173.45%-176.6pp |
| Employer contribution / active EE | $1,613 | $2,931-45.0% | $3,379-52.3% | $2,499-35.4% |
| Participant deferral / active EE | $7,517 | $6,759+11.2% | $5,565+35.1% | $4,033+86.4% |
| Admin fee / account holder | $5 | $75-93.9% | $7,540-99.9% | $68-93.3% |