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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,588 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 55 5900 'O' STREET 4TH FLOOR PO BOX 55 · LINCOLN, NE 68505 | Other Commissions | $8,158 |
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 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 | $14,704 | $88,324-83.4% | $115,038-87.2% | $55,191-73.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 11.41% | 6.30%+5.1pp | 26.14%-14.7pp | 10.78%+0.6pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,951 | $5,042+18.0% | $6,026-1.3% | $3,046+95.3% |
| Admin fee / account holder | $57 | $105-45.7% | $8,175-99.3% | $91-37.0% |