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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,189 | $99,957-57.8% | $149,745-71.8% | $73,497-42.6% |
| Participation rate | 66.4% | 75.7%-9.3pp | 82.5%-16.1pp | 70.7%-4.3pp |
| Annual return | 32.50% | 53.87%-21.4pp | 276.72%-244.2pp | 28.51%+4.0pp |
| Employer contribution / active EE | $1,301 | $3,191-59.2% | $4,646-72.0% | $2,270-42.7% |
| Participant deferral / active EE | $4,922 | $6,073-19.0% | $6,843-28.1% | $3,740+31.6% |
| Admin fee / account holder | $225 | $551-59.1% | $9,312-97.6% | $513-56.1% |