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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2644786 | Loan Processing | $31,080 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,100 | $41,016+56.3% | $152,093-57.9% | $64,0970% |
| Participation rate | 100.0% | 51.3%+48.7pp | 77.8%+22.2pp | 55.2%+44.8pp |
| Annual return | 10.99% | 39.60%-28.6pp | 66.36%-55.4pp | 34.64%-23.7pp |
| Employer contribution / active EE | $3,939 | $1,342+193.5% | $4,175-5.6% | $1,891+108.3% |
| Participant deferral / active EE | $1,692 | $1,927-12.2% | $5,451-69.0% | $3,080-45.1% |
| Admin fee / account holder | $106 | $2,305-95.4% | $14,497-99.3% | $3,454-96.9% |