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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,242 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0098400 | Advisory (Plan) | $5,053 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,805 | $84,948-62.6% | $70,494-54.9% | $73,412-56.7% |
| Participation rate | 76.9% | 79.9%-3.0pp | 75.1%+1.9pp | 72.2%+4.7pp |
| Annual return | 4.07% | 13.39%-9.3pp | 109.16%-105.1pp | 59.30%-55.2pp |
| Employer contribution / active EE | $3,420 | $2,834+20.7% | $2,738+24.9% | $2,234+53.1% |
| Participant deferral / active EE | $1,493 | $3,387-55.9% | $3,711-59.8% | $3,806-60.8% |
| Admin fee / account holder | $91 | $98-6.9% | $3,848-97.6% | $158-42.1% |