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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,875 |
BURNHAM & DELLS ADVISORS1 year Filed as: BURNHAM AND DELLS ADVISORS Service code 27 · EIN 38-3613362 | Advisory (Plan) | $26,189 |
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 | $48,288 | $33,067+46.0% | $76,523-36.9% | $56,287-14.2% |
| Participation rate | 93.3% | 55.4%+37.9pp | 68.0%+25.3pp | 69.9%+23.4pp |
| Annual return | -2.51% | 2.72%-5.2pp | -0.27%-2.2pp | -9.96%+7.5pp |
| Employer contribution / active EE | $758 | $1,200-36.9% | $2,647-71.4% | $2,111-64.1% |
| Participant deferral / active EE | $4,443 | $2,240+98.4% | $3,835+15.8% | $3,350+32.6% |
| Admin fee / account holder | $229 | $537-57.4% | $4,848-95.3% | $521-56.1% |