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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,513 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 61 1250 S. CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | 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.
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 | $16,659 | $68,413-75.7% | $123,105-86.5% | $55,191-69.8% |
| Participation rate | 48.9% | 84.5%-35.6pp | 86.8%-37.9pp | 69.2%-20.3pp |
| Annual return | 15.67% | 6.30%+9.4pp | 13.22%+2.5pp | 10.78%+4.9pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,937 | $4,490-12.3% | $6,229-36.8% | $3,046+29.2% |
| Admin fee / account holder | $4 | $88-95.4% | $9,014-100.0% | $91-95.6% |