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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,595 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $28,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,071 | $60,396-51.9% | $83,831-65.3% | $75,289-61.4% |
| Participation rate | 83.4% | 80.7%+2.7pp | 76.1%+7.3pp | 72.4%+11.0pp |
| Annual return | -4.27% | 3.84%-8.1pp | 850.99%-855.3pp | -0.04%-4.2pp |
| Employer contribution / active EE | $415 | $3,343-87.6% | $3,631-88.6% | $2,405-82.7% |
| Participant deferral / active EE | $2,526 | $2,922-13.6% | $4,082-38.1% | $3,739-32.4% |
| Admin fee / account holder | $92 | $141-34.6% | $5,479-98.3% | $102-9.8% |