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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $121,967 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $36,107 | $88,479-59.2% | $96,515-62.6% | $80,157-55.0% |
| Participation rate | 88.8% | 79.9%+8.9pp | 74.3%+14.5pp | 72.9%+15.9pp |
| Annual return | 16.43% | 22.53%-6.1pp | 35.73%-19.3pp | 40.39%-24.0pp |
| Employer contribution / active EE | $599 | $4,177-85.7% | $3,740-84.0% | $2,977-79.9% |
| Participant deferral / active EE | $4,383 | $3,961+10.7% | $4,880-10.2% | $5,015-12.6% |
| Admin fee / account holder | $103 | $211-51.4% | $6,735-98.5% | $145-29.0% |