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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,888 |
AVONDALE PARTNERS LLC1 year Filed as: AVONDALE PARTNERS Service code 27 · EIN 62-1854335 | Advisory (Plan) | $11,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,621 | $46,173-46.7% | $170,436-85.6% | $69,631-64.6% |
| Participation rate | 65.6% | 63.9%+1.7pp | 83.6%-18.0pp | 70.7%-5.1pp |
| Annual return | 21.08% | 21.62%-0.5pp | 205.94%-184.9pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $747 | $1,610-53.6% | $5,433-86.3% | $2,032-63.3% |
| Participant deferral / active EE | $2,532 | $2,080+21.7% | $4,939-48.7% | $3,224-21.5% |
| Admin fee / account holder | $68 | $116-41.4% | $13,880-99.5% | $110-38.5% |