Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,204 |
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 | $15,221 | $65,292-76.7% | $71,671-78.8% | $77,958-80.5% |
| Participation rate | 78.2% | 67.4%+10.8pp | 68.7%+9.4pp | 71.6%+6.5pp |
| Annual return | 16.92% | 21.25%-4.3pp | 20.65%-3.7pp | 20.87%-3.9pp |
| Employer contribution / active EE | $149 | $2,085-92.9% | $2,460-94.0% | $2,310-93.6% |
| Participant deferral / active EE | $1,781 | $3,008-40.8% | $3,438-48.2% | $3,537-49.6% |
| Admin fee / account holder | $35 | $84-59.0% | $5,558-99.4% | $97-64.4% |