Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,976 |
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 | $13,566 | $168,231-91.9% | $67,836-80.0% | $63,975-78.8% |
| Participation rate | 76.2% | 66.8%+9.4pp | 68.8%+7.4pp | 71.1%+5.1pp |
| Annual return | 8.30% | 11.76%-3.5pp | 138.49%-130.2pp | 48.65%-40.4pp |
| Employer contribution / active EE | $158 | $1,907-91.7% | $2,404-93.4% | $2,182-92.8% |
| Participant deferral / active EE | $1,878 | $2,827-33.6% | $3,160-40.6% | $3,356-44.0% |
| Admin fee / account holder | $36 | $81-55.7% | $4,621-99.2% | $70-49.4% |