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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 | Other Commissions | $6,619 |
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,821 | $63,314-57.6% | $91,004-70.5% | $62,293-56.9% |
| Participation rate | 77.8% | 73.3%+4.5pp | 75.6%+2.2pp | 69.5%+8.3pp |
| Annual return | 23.04% | 21.00%+2.0pp | 4.60%+18.4pp | 28.90%-5.9pp |
| Employer contribution / active EE | $1,682 | $1,807-6.9% | $2,456-31.5% | $2,042-17.6% |
| Participant deferral / active EE | $3,897 | $2,944+32.4% | $3,548+9.8% | $3,169+23.0% |
| Admin fee / account holder | $7 | $468-98.5% | $5,417-99.9% | $479-98.6% |