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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,625 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 61 1250 S CAPITAL OF TEXAS HWY STE · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $13,165 | $55,516-76.3% | $75,784-82.6% | $59,188-77.8% |
| Participation rate | 67.4% | 73.6%-6.2pp | 75.8%-8.4pp | 69.4%-2.0pp |
| Annual return | 3.94% | -1.89%+5.8pp | 9.68%-5.7pp | 5.51%-1.6pp |
| Employer contribution / active EE | $89 | $2,604-96.6% | $3,323-97.3% | $2,098-95.8% |
| Participant deferral / active EE | $2,215 | $2,599-14.8% | $3,652-39.4% | $3,265-32.2% |
| Admin fee / account holder | $13 | $110-88.1% | $5,300-99.8% | $92-85.8% |