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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,555 |
BURNHAM & DELLS ADVISORS1 year Filed as: BURHAM AND DELLS Service code 27 · EIN 38-3613362 | Advisory (Plan) | $25,076 |
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 | $49,982 | $36,767+35.9% | $81,473-38.7% | $62,293-19.8% |
| Participation rate | 94.9% | 54.4%+40.4pp | 68.0%+26.9pp | 69.5%+25.4pp |
| Annual return | 16.94% | 173.80%-156.9pp | 38.78%-21.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $665 | $1,128-41.1% | $2,568-74.1% | $2,042-67.5% |
| Participant deferral / active EE | $3,865 | $2,111+83.1% | $3,537+9.3% | $3,169+21.9% |
| Admin fee / account holder | $212 | $797-73.4% | $4,561-95.3% | $479-55.8% |