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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $61,932 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $38,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,533 | $65,223-21.0% | $80,022-35.6% | $55,725-7.5% |
| Participation rate | 99.1% | 80.6%+18.6pp | 75.8%+23.3pp | 70.9%+28.3pp |
| Annual return | 6.53% | 7.59%-1.1pp | 11.22%-4.7pp | 244.93%-238.4pp |
| Employer contribution / active EE | $1,529 | $2,544-39.9% | $2,468-38.0% | $2,078-26.4% |
| Participant deferral / active EE | $2,608 | $3,881-32.8% | $3,686-29.3% | $3,356-22.3% |
| Admin fee / account holder | $143 | $114+25.4% | $6,521-97.8% | $115+24.3% |