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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,596 |
OPPENHEIMER7+ years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 | Advisory (Plan) | $20,000 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,960 | $46,332-54.8% | $143,797-85.4% | $64,824-67.7% |
| Participation rate | 53.5% | 64.2%-10.7pp | 80.3%-26.8pp | 71.5%-18.0pp |
| Annual return | -13.94% | -10.05%-3.9pp | -0.04%-13.9pp | 32.84%-46.8pp |
| Employer contribution / active EE | $1,329 | $1,911-30.5% | $4,952-73.2% | $2,507-47.0% |
| Participant deferral / active EE | $724 | $2,647-72.7% | $5,638-87.2% | $4,311-83.2% |
| Admin fee / account holder | $266 | $154+73.1% | $14,679-98.2% | $188+41.8% |