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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,071 |
Service code 27 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Advisory (Plan) | $5,978 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,100 | $75,183-46.7% | $123,894-67.6% | $55,167-27.3% |
| Participation rate | 59.8% | 72.8%-13.0pp | 81.4%-21.6pp | 69.0%-9.2pp |
| Annual return | 10.54% | 19.01%-8.5pp | 47.52%-37.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $187 | $2,823-93.4% | $4,617-95.9% | $1,963-90.5% |
| Participant deferral / active EE | $3,657 | $5,084-28.1% | $5,984-38.9% | $3,054+19.7% |
| Admin fee / account holder | $77 | $663-88.4% | $8,357-99.1% | $504-84.7% |