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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,981 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
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 | $55,960 | $72,770-23.1% | $67,653-17.3% | $55,191+1.4% |
| Participation rate | 92.0% | 78.8%+13.2pp | 75.7%+16.3pp | 69.2%+22.8pp |
| Annual return | 0.37% | -3.26%+3.6pp | 6625.22%-6624.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,122 | $1,769-36.6% | $2,266-50.5% | $1,899-40.9% |
| Participant deferral / active EE | $2,925 | $3,408-14.2% | $3,560-17.8% | $3,046-4.0% |
| Admin fee / account holder | $22 | $79-72.1% | $4,821-99.5% | $91-75.7% |