Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,094,294 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,529 | $70,115-70.7% | $70,589-70.9% | $80,187-74.4% |
| Participation rate | 87.0% | 71.7%+15.4pp | 68.4%+18.7pp | 72.9%+14.1pp |
| Annual return | 21.11% | 134.51%-113.4pp | 32.80%-11.7pp | 40.40%-19.3pp |
| Employer contribution / active EE | $267 | $3,021-91.2% | $2,977-91.0% | $2,980-91.0% |
| Participant deferral / active EE | $3,234 | $4,495-28.1% | $4,569-29.2% | $5,016-35.5% |
| Admin fee / account holder | $73 | $112-34.9% | $6,430-98.9% | $145-49.6% |