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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,395 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $41,974 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 10 · EIN 33-0785439 | Accounting | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,678 | $112,772-33.8% | $57,357+30.2% | $59,188+26.2% |
| Participation rate | 49.2% | 71.3%-22.1pp | 75.1%-25.9pp | 69.4%-20.2pp |
| Annual return | 4.93% | 0.85%+4.1pp | 24.41%-19.5pp | 5.51%-0.6pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,441 | $3,010+47.5% | $3,162+40.4% | $3,265+36.0% |
| Admin fee / account holder | $6 | $144-96.1% | $3,357-99.8% | $92-93.9% |