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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 37 · EIN 74-1625348 | Loan Processing | $128,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,803 | $47,163-15.6% | $149,696-73.4% | $74,460-46.5% |
| Participation rate | 57.3% | 63.4%-6.1pp | 78.8%-21.5pp | 70.7%-13.4pp |
| Annual return | 20.70% | 22.75%-2.1pp | 134.46%-113.8pp | 34.38%-13.7pp |
| Employer contribution / active EE | $893 | $1,907-53.2% | $4,821-81.5% | $2,638-66.2% |
| Participant deferral / active EE | $3,239 | $2,730+18.7% | $5,682-43.0% | $4,530-28.5% |
| Admin fee / account holder | $131 | $343-61.8% | $13,212-99.0% | $348-62.4% |