Filed October 5, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 59-2937883 | Other Commissions | $20,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,337 | $102,661-26.6% | $151,645-50.3% | $66,949+12.5% |
| Participation rate | 66.2% | 85.5%-19.3pp | 87.5%-21.3pp | 69.8%-3.6pp |
| Annual return | -16.31% | -10.81%-5.5pp | 3.34%-19.6pp | 1.57%-17.9pp |
| Employer contribution / active EE | $2,309 | $4,184-44.8% | $6,165-62.5% | $2,545-9.3% |
| Participant deferral / active EE | $3,062 | $6,645-53.9% | $8,363-63.4% | $4,239-27.8% |
| Admin fee / account holder | $12 | $630-98.1% | $11,614-99.9% | $594-98.0% |