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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,400 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA ADVISORS LLC Service code 61 · EIN 13-4078005 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,185 | $66,319+34.5% | $93,621-4.7% | $65,185+36.8% |
| Participation rate | 56.0% | 74.0%-18.0pp | 75.8%-19.8pp | 70.2%-14.2pp |
| Annual return | 18.57% | 42.59%-24.0pp | 32.76%-14.2pp | 29.38%-10.8pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,317 | $3,343-30.7% | $4,070-43.1% | $3,514-34.1% |
| Admin fee / account holder | $26 | $6,900-99.6% | $7,890-99.7% | $847-96.9% |