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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,353 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $33,000 |
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 | $102,775 | $100,801+2.0% | $149,715-31.4% | $73,412+40.0% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 16.32% | 265.34%-249.0pp | 276.66%-260.3pp | 59.30%-43.0pp |
| Employer contribution / active EE | $2,188 | $3,312-33.9% | $4,645-52.9% | $2,234-2.0% |
| Participant deferral / active EE | $11,720 | $6,404+83.0% | $6,842+71.3% | $3,806+208.0% |
| Admin fee / account holder | $202 | $181+11.8% | $9,310-97.8% | $158+28.0% |