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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,414 |
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 | $38,397 | $91,517-58.0% | $101,271-62.1% | $73,412-47.7% |
| Participation rate | 88.5% | 73.8%+14.7pp | 75.8%+12.7pp | 72.2%+16.3pp |
| Annual return | 12.78% | 17.17%-4.4pp | 46.48%-33.7pp | 59.30%-46.5pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,469 | $3,338+3.9% | $4,371-20.6% | $3,806-8.8% |
| Admin fee / account holder | $110 | $216-49.0% | $5,948-98.2% | $158-30.3% |