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| Provider | Service type | Compensation |
|---|---|---|
HANTZ FINANCIAL SERVICES INC7+ years Service code 55 · EIN 38-3431708 | Other Commissions | $3,132 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,586 | $53,822-48.7% | $75,696-63.6% | $85,850-67.9% |
| Participation rate | 34.1% | 69.1%-35.0pp | 74.8%-40.7pp | 69.3%-35.2pp |
| Annual return | 14.42% | 24.54%-10.1pp | 104.53%-90.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $119 | $2,017-94.1% | $2,743-95.6% | $2,565-95.3% |
| Participant deferral / active EE | $1,586 | $2,895-45.2% | $3,821-58.5% | $3,952-59.9% |
| Admin fee / account holder | $9 | $3,343-99.7% | $3,619-99.8% | $6,260-99.9% |