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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,905 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,963 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,954 | $89,588-76.6% | $135,987-84.6% | $77,692-73.0% |
| Participation rate | 91.3% | 74.3%+17.1pp | 76.4%+14.9pp | 70.6%+20.8pp |
| Annual return | 18.18% | 17.42%+0.8pp | 579.77%-561.6pp | 31.25%-13.1pp |
| Employer contribution / active EE | $1,651 | $3,491-52.7% | $4,214-60.8% | $2,726-39.5% |
| Participant deferral / active EE | $5,156 | $5,591-7.8% | $7,027-26.6% | $4,648+10.9% |
| Admin fee / account holder | $87 | $539-83.9% | $6,716-98.7% | $431-79.8% |