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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,818 |
Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O STREET ATTN COMMISSIONS · LINCOLN, NE 68510 | Advisory (Plan) | $20,875 |
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 | $56,527 | $80,177-29.5% | $123,894-54.4% | $57,658-2.0% |
| Participation rate | 97.0% | 74.4%+22.5pp | 81.4%+15.6pp | 70.2%+26.8pp |
| Annual return | 17.89% | 17.90%0pp | 47.52%-29.6pp | 5.13%+12.8pp |
| Employer contribution / active EE | $1,355 | $2,913-53.5% | $4,617-70.6% | $1,974-31.3% |
| Participant deferral / active EE | $8,753 | $5,130+70.6% | $5,984+46.3% | $3,061+186.0% |
| Admin fee / account holder | $152 | $106+43.3% | $8,357-98.2% | $95+61.1% |