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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,059 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $36,719 |
Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $8,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,350 | $101,517-70.1% | $98,755-69.3% | $101,517-70.1% |
| Participation rate | 42.1% | 74.6%-32.4pp | 65.7%-23.6pp | 74.6%-32.4pp |
| Annual return | 85.59% | 21.00%+64.6pp | 49.91%+35.7pp | 21.00%+64.6pp |
| Employer contribution / active EE | $3 | $2,973-99.9% | $2,067-99.9% | $2,973-99.9% |
| Participant deferral / active EE | $4,434 | $4,873-9.0% | $3,035+46.1% | $4,873-9.0% |
| Admin fee / account holder | $38 | $139-72.5% | $4,076-99.1% | $139-72.5% |