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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,772 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-1918844 | Advisory (Plan) | $28,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,009 | $29,988-53.3% | $81,473-82.8% | $80,976-82.7% |
| Participation rate | 17.5% | 32.0%-14.5pp | 68.0%-50.5pp | 68.3%-50.8pp |
| Annual return | 41.34% | 51.73%-10.4pp | 38.78%+2.6pp | 22.91%+18.4pp |
| Employer contribution / active EE | $109 | $470-76.8% | $2,568-95.8% | $2,402-95.5% |
| Participant deferral / active EE | $1,405 | $1,209+16.3% | $3,537-60.3% | $3,848-63.5% |
| Admin fee / account holder | $26 | $63-58.4% | $4,561-99.4% | $67-61.3% |