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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,392 | $46,360-73.3% | $147,617-91.6% | $52,331-76.3% |
| Participation rate | 39.7% | 64.9%-25.3pp | 84.6%-45.0pp | 68.1%-28.4pp |
| Annual return | -0.70% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $634 | $2,126-70.2% | $5,564-88.6% | $1,882-66.3% |
| Participant deferral / active EE | $712 | $2,258-68.5% | $4,895-85.5% | $3,022-76.4% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |