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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,266 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,985 | $76,774-59.6% | $112,249-72.4% | $77,906-60.2% |
| Participation rate | 88.4% | 80.2%+8.2pp | 75.1%+13.3pp | 73.7%+14.7pp |
| Annual return | -14.46% | -10.25%-4.2pp | 27.48%-41.9pp | 12.16%-26.6pp |
| Employer contribution / active EE | $554 | $3,977-86.1% | $3,636-84.8% | $2,846-80.5% |
| Participant deferral / active EE | $3,990 | $3,778+5.6% | $4,729-15.6% | $4,805-17.0% |
| Admin fee / account holder | $102 | $239-57.5% | $6,412-98.4% | $133-23.4% |