Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $296,902 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $17,988 | $74,462-75.8% | $81,988-78.1% | $90,274-80.1% |
| Participation rate | 85.9% | 69.7%+16.2pp | 69.3%+16.6pp | 73.4%+12.5pp |
| Annual return | 14.78% | 17.56%-2.8pp | 41.32%-26.5pp | 53.97%-39.2pp |
| Employer contribution / active EE | $169 | $2,334-92.7% | $2,499-93.2% | $2,523-93.3% |
| Participant deferral / active EE | $2,432 | $3,602-32.5% | $3,723-34.7% | $4,231-42.5% |
| Admin fee / account holder | $90 | $98-7.9% | $5,666-98.4% | $114-20.9% |