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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $311,717 |
JANNEY MONTGOMERY SCOTT LLC4 years Service code 27 · EIN 23-1918844 | Advisory (Plan) | $58,814 |
KEITER1 year Service code 10 · EIN 54-1631262 | Accounting | $7,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $17,549 | $32,762-46.4% | $84,646-79.3% | $89,609-80.4% |
| Participation rate | 12.9% | 34.6%-21.7pp | 68.2%-55.3pp | 69.6%-56.7pp |
| Annual return | 36.60% | 28.37%+8.2pp | 258.85%-222.2pp | 33.65%+2.9pp |
| Employer contribution / active EE | $46 | $564-91.8% | $2,654-98.3% | $2,584-98.2% |
| Participant deferral / active EE | $1,224 | $1,501-18.4% | $3,901-68.6% | $4,222-71.0% |
| Admin fee / account holder | $68 | $82-18.1% | $4,915-98.6% | $72-5.7% |