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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,353 |
GBS RETIREMENT SERVICES2+ years Service code 27 · EIN 13-3727333 | Advisory (Plan) | $30,000 |
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 | $42,513 | $56,640-24.9% | $80,977-47.5% | $57,658-26.3% |
| Participation rate | 93.6% | 75.9%+17.7pp | 75.8%+17.8pp | 70.2%+23.3pp |
| Annual return | 19.58% | 19.97%-0.4pp | 17.11%+2.5pp | 5.13%+14.5pp |
| Employer contribution / active EE | $4,401 | $2,085+111.1% | $3,715+18.5% | $1,974+123.0% |
| Participant deferral / active EE | $7,894 | $4,944+59.7% | $5,696+38.6% | $3,061+157.9% |
| Admin fee / account holder | $98 | $87+12.2% | $5,517-98.2% | $95+3.4% |