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| Provider | Service type | Compensation |
|---|---|---|
ACCESS FINANCIAL RESOURCES INC5+ years Filed as: ACCESS FINANCIAL RESOURCES Service code 27 · EIN 73-1399373 | Advisory (Plan) | $10,399 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,875 |
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 | $31,215 | $51,620-39.5% | $90,304-65.4% | $65,185-52.1% |
| Participation rate | 49.8% | 68.6%-18.9pp | 73.3%-23.5pp | 70.2%-20.4pp |
| Annual return | 21.25% | 24.94%-3.7pp | 78.13%-56.9pp | 29.38%-8.1pp |
| Employer contribution / active EE | $985 | $2,235-55.9% | $2,855-65.5% | $2,177-54.8% |
| Participant deferral / active EE | $1,846 | $2,871-35.7% | $3,885-52.5% | $3,514-47.5% |
| Admin fee / account holder | $112 | $384-71.0% | $5,354-97.9% | $847-86.8% |