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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC4+ years Service code 55 · EIN 23-1918844 | Other Commissions | $18,668 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,648 |
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 | $35,615 | $33,067+7.7% | $76,518-53.5% | $56,289-36.7% |
| Participation rate | 65.5% | 55.4%+10.1pp | 68.0%-2.5pp | 69.9%-4.3pp |
| Annual return | -5.24% | 2.72%-8.0pp | -0.27%-5.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,826 | $2,240+70.8% | $3,836-0.2% | $3,350+14.2% |
| Admin fee / account holder | $26 | $537-95.2% | $4,849-99.5% | $521-95.0% |