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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,893 |
Service code 10 · EIN 13-4008324 | Accounting | $45,672 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 10 · EIN 33-0785439 | Accounting | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,191 | $85,199-8.2% | $57,196+36.7% | $63,975+22.2% |
| Participation rate | 46.1% | 74.0%-28.0pp | 75.3%-29.3pp | 71.1%-25.1pp |
| Annual return | 11.05% | 10.43%+0.6pp | 14.59%-3.5pp | 48.65%-37.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,683-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,624 | $3,109+48.7% | $3,096+49.3% | $3,356+37.8% |
| Admin fee / account holder | $5 | $39-87.6% | $3,141-99.8% | $70-93.2% |