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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,949 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $58,736 |
LOREN D. STARK COMPANY2 years Service code 49 | Other Services | $17,844 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 49 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TN 77099 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $84,571 | $79,124+6.9% | $60,899+38.9% | $64,814+30.5% |
| Participation rate | 63.4% | 77.7%-14.3pp | 73.1%-9.7pp | 71.5%-8.0pp |
| Annual return | -13.64% | -7.13%-6.5pp | 16.92%-30.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $2,341 | $3,050-23.3% | $2,702-13.4% | $2,507-6.6% |
| Participant deferral / active EE | $3,771 | $3,725+1.2% | $3,817-1.2% | $4,310-12.5% |
| Admin fee / account holder | $225 | $106+113.2% | $3,225-93.0% | $188+20.0% |