Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $377,452 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,227 | $63,321-72.8% | $68,815-75.0% | $77,906-77.9% |
| Participation rate | 87.8% | 71.1%+16.7pp | 69.0%+18.8pp | 73.7%+14.1pp |
| Annual return | -16.67% | -6.50%-10.2pp | -6.37%-10.3pp | 12.16%-28.8pp |
| Employer contribution / active EE | $211 | $2,794-92.5% | $2,656-92.1% | $2,846-92.6% |
| Participant deferral / active EE | $3,098 | $4,029-23.1% | $3,943-21.4% | $4,805-35.5% |
| Admin fee / account holder | $103 | $104-1.6% | $4,936-97.9% | $133-22.6% |