Filed March 25, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $11,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,707 | $23,119-62.3% | $71,086-87.8% | $75,289-88.4% |
| Participation rate | 24.8% | 36.3%-11.6pp | 54.7%-29.9pp | 72.4%-47.7pp |
| Annual return | -6.17% | -3.32%-2.9pp | 650.59%-656.8pp | -0.04%-6.1pp |
| Employer contribution / active EE | $0 | $399-100.0% | $1,088-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $433 | $960-54.9% | $1,874-76.9% | $3,739-88.4% |
| Admin fee / account holder | $8 | $89-90.6% | $3,082-99.7% | $102-91.8% |