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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,222 |
SECURITIES AMERICA INC1 year Service code 27 · EIN 47-0648506 | Advisory (Plan) | $42,451 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,610 | $101,523-78.7% | $141,200-84.7% | $77,775-72.2% |
| Participation rate | 91.9% | 77.4%+14.6pp | 82.5%+9.4pp | 73.2%+18.7pp |
| Annual return | 54.22% | 56.22%-2.0pp | 71.41%-17.2pp | 32.58%+21.6pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,736 | $6,434+4.7% | $6,710+0.4% | $3,966+69.9% |
| Admin fee / account holder | $84 | $92-8.0% | $10,265-99.2% | $100-15.8% |