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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $209,073 |
JANNEY MONTGOMERY SCOTT LLC3 years Service code 27 · EIN 23-1918844 | Advisory (Plan) | $44,187 |
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 | $13,006 | $26,810-51.5% | $76,518-83.0% | $73,367-82.3% |
| Participation rate | 13.1% | 34.6%-21.6pp | 68.0%-54.9pp | 69.5%-56.4pp |
| Annual return | 6.19% | 17.04%-10.8pp | -0.27%+6.5pp | 173.45%-167.3pp |
| Employer contribution / active EE | $48 | $503-90.5% | $2,647-98.2% | $2,499-98.1% |
| Participant deferral / active EE | $1,087 | $1,312-17.2% | $3,836-71.7% | $4,033-73.1% |
| Admin fee / account holder | $50 | $71-28.9% | $4,849-99.0% | $68-26.5% |