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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $549,659 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 27 · EIN 23-1918844 | Advisory (Plan) | $76,513 |
KEITER2 years Service code 10 · EIN 54-1631262 | Accounting | $21,544 |
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 | $22,636 | $36,321-37.7% | $89,441-74.7% | $106,273-78.7% |
| Participation rate | 14.9% | 29.8%-15.0pp | 68.0%-53.1pp | 70.8%-55.9pp |
| Annual return | 51.32% | 24.00%+27.3pp | 245.62%-194.3pp | 21.70%+29.6pp |
| Employer contribution / active EE | $44 | $507-91.4% | $2,588-98.3% | $2,722-98.4% |
| Participant deferral / active EE | $1,135 | $1,286-11.8% | $3,891-70.8% | $4,601-75.3% |
| Admin fee / account holder | $96 | $78+22.9% | $4,885-98.0% | $78+22.0% |