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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,886 |
IMA WEALTH INC3 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $8,315 |
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.
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 | $25,157 | $72,658-65.4% | $127,803-80.3% | $67,579-62.8% |
| Participation rate | 44.1% | 80.0%-35.9pp | 79.0%-34.9pp | 71.3%-27.2pp |
| Annual return | 25.58% | 26.49%-0.9pp | 26.14%-0.6pp | 378.56%-353.0pp |
| Employer contribution / active EE | $1,057 | $3,988-73.5% | $4,576-76.9% | $2,148-50.8% |
| Participant deferral / active EE | $2,657 | $5,383-50.6% | $6,023-55.9% | $3,539-24.9% |
| Admin fee / account holder | $275 | $127+116.3% | $9,399-97.1% | $142+93.0% |