| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $159,633 |
PRIVATE ADVISOR GROUP LLC3+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $150,850 |
Employer contribution per participant 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 | $51,811 | $105,190-50.7% | $98,920-47.6% | $90,274-42.6% |
| Participation rate | 91.2% | 86.4%+4.8pp | 76.0%+15.2pp | 73.4%+17.9pp |
| Annual return | 18.37% | 18.52%-0.2pp | 196.47%-178.1pp | 53.97%-35.6pp |
| Employer contribution / active EE | $932 | $3,831-75.7% | $2,689-65.4% | $2,523-63.1% |
| Participant deferral / active EE | $6,887 | $5,616+22.6% | $4,245+62.2% | $4,231+62.8% |
| Admin fee / account holder | $144 | $97+47.6% | $6,643-97.8% | $114+26.0% |