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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,808 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $24,000 |
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 | $35,233 | $62,267-43.4% | $110,243-68.0% | $55,725-36.8% |
| Participation rate | 89.1% | 78.1%+10.9pp | 79.8%+9.2pp | 70.9%+18.2pp |
| Annual return | -2.97% | -1.07%-1.9pp | 314.76%-317.7pp | 244.93%-247.9pp |
| Employer contribution / active EE | $816 | $1,941-58.0% | $3,827-78.7% | $2,078-60.7% |
| Participant deferral / active EE | $4,062 | $3,516+15.5% | $4,672-13.1% | $3,356+21.1% |
| Admin fee / account holder | $113 | $121-6.4% | $8,548-98.7% | $115-1.7% |