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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,367 |
Filed as: SC & H FINANCIAL ADVISORS, INC Service code 27 · EIN 52-2137226 | Advisory (Plan) | $27,945 |
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 | $13,084 | $65,292-80.0% | $71,671-81.7% | $77,958-83.2% |
| Participation rate | 48.8% | 67.4%-18.6pp | 68.7%-20.0pp | 71.6%-22.9pp |
| Annual return | 20.56% | 21.25%-0.7pp | 20.65%-0.1pp | 20.87%-0.3pp |
| Employer contribution / active EE | $223 | $2,085-89.3% | $2,460-90.9% | $2,310-90.3% |
| Participant deferral / active EE | $1,162 | $3,008-61.4% | $3,438-66.2% | $3,537-67.2% |
| Admin fee / account holder | $93 | $84+10.3% | $5,558-98.3% | $97-4.4% |