Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,339 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,730 | $54,281-76.5% | $60,547-79.0% | $59,188-78.5% |
| Participation rate | 73.0% | 66.8%+6.2pp | 68.0%+5.0pp | 69.4%+3.6pp |
| Annual return | -0.15% | 1.74%-1.9pp | 335.64%-335.8pp | 5.51%-5.7pp |
| Employer contribution / active EE | $145 | $2,031-92.8% | $2,419-94.0% | $2,098-93.1% |
| Participant deferral / active EE | $1,725 | $2,789-38.1% | $3,328-48.1% | $3,265-47.1% |
| Admin fee / account holder | $34 | $64-46.7% | $4,536-99.2% | $92-62.7% |