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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 61 909 LOCUST ST · DES MOINES, IA 50309 | Finders' fees / placement fees | $0 |
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 | $66,133 | $52,519+25.9% | $155,789-57.5% | $59,633+10.9% |
| Participation rate | 87.2% | 61.7%+25.5pp | 76.1%+11.1pp | 68.7%+18.6pp |
| Annual return | -0.87% | 53.51%-54.4pp | 71.54%-72.4pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $4,489 | $1,589+182.5% | $3,839+16.9% | $2,203+103.8% |
| Participant deferral / active EE | $9,681 | $3,084+213.9% | $4,798+101.8% | $3,192+203.3% |
| Admin fee / account holder | $11 | $3,540-99.7% | $7,477-99.9% | $4,297-99.8% |