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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,758 |
DAVENPORT & COMPANY LLC2+ years Filed as: DAVENPORT AND COMPANY LLC Service code 27 628 GREEN VALLEY RD · GREENSBORO, NC 27408 | Advisory (Plan) | $14,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,917 | $42,546-20.3% | $71,796-52.8% | $55,167-38.5% |
| Participation rate | 66.2% | 59.1%+7.1pp | 69.1%-2.9pp | 69.0%-2.7pp |
| Annual return | 10.44% | 12.36%-1.9pp | 78.04%-67.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $932 | $803+16.0% | $1,924-51.6% | $1,963-52.5% |
| Participant deferral / active EE | $3,103 | $2,064+50.3% | $2,794+11.1% | $3,054+1.6% |
| Admin fee / account holder | $254 | $650-60.8% | $4,815-94.7% | $504-49.5% |