Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $373,746 |
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 | $21,200 | $78,339-72.9% | $85,708-75.3% | $93,010-77.2% |
| Participation rate | 86.0% | 72.5%+13.5pp | 69.9%+16.2pp | 73.9%+12.1pp |
| Annual return | 15.39% | 21.17%-5.8pp | 21.49%-6.1pp | 158.70%-143.3pp |
| Employer contribution / active EE | $198 | $2,560-92.3% | $2,618-92.4% | $2,705-92.7% |
| Participant deferral / active EE | $2,903 | $3,882-25.2% | $3,922-26.0% | $4,561-36.4% |
| Admin fee / account holder | $112 | $104+7.9% | $6,876-98.4% | $152-26.1% |