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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,159 |
BURNHAM & DELLS ADVISORS3 years Filed as: BURNHAM AND DELLS ADVISORS Service code 27 · EIN 38-3613362 | Advisory (Plan) | $26,181 |
Annual investment return 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 | $49,642 | $43,133+15.1% | $89,400-44.5% | $73,493-32.5% |
| Participation rate | 93.1% | 55.0%+38.2pp | 68.0%+25.2pp | 70.7%+22.5pp |
| Annual return | 10.17% | 135.66%-125.5pp | 245.64%-235.5pp | 28.51%-18.3pp |
| Employer contribution / active EE | $653 | $1,438-54.6% | $2,586-74.7% | $2,270-71.2% |
| Participant deferral / active EE | $4,045 | $2,445+65.5% | $3,890+4.0% | $3,740+8.2% |
| Admin fee / account holder | $205 | $444-53.9% | $4,882-95.8% | $513-60.1% |