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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,403 |
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $64,472 |
KEITER1+ years Filed as: KEITER STEPHENS Service code 10 · EIN 54-1631262 | Accounting | $14,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,679 | $30,979+18.4% | $67,704-45.8% | $59,188-38.0% |
| Participation rate | 30.2% | 40.5%-10.3pp | 67.5%-37.3pp | 69.4%-39.2pp |
| Annual return | -10.94% | -1.74%-9.2pp | 25.41%-36.4pp | 5.51%-16.5pp |
| Employer contribution / active EE | $1,490 | $807+84.5% | $2,559-41.8% | $2,098-29.0% |
| Participant deferral / active EE | $4,230 | $1,603+163.9% | $3,585+18.0% | $3,265+29.6% |
| Admin fee / account holder | $71 | $81-12.5% | $4,255-98.3% | $92-23.2% |