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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Loan Processing | $8,394 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,246 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,881 | $37,213-70.8% | $156,551-93.0% | $63,975-83.0% |
| Participation rate | 42.1% | 65.0%-22.9pp | 84.0%-41.9pp | 71.1%-29.0pp |
| Annual return | 6.52% | 47.89%-41.4pp | 32.23%-25.7pp | 48.65%-42.1pp |
| Employer contribution / active EE | $147 | $1,357-89.2% | $5,501-97.3% | $2,182-93.3% |
| Participant deferral / active EE | $688 | $2,070-66.7% | $4,871-85.9% | $3,356-79.5% |
| Admin fee / account holder | $39 | $56-30.7% | $13,028-99.7% | $70-44.6% |