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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,219 |
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $7,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,046 | $81,301-21.2% | $76,030-15.8% | $200,096-68.0% |
| Participation rate | 58.7% | 70.1%-11.4pp | 69.1%-10.4pp | 72.0%-13.3pp |
| Annual return | 15.71% | 16.31%-0.6pp | 361.54%-345.8pp | 34.26%-18.6pp |
| Employer contribution / active EE | $1,482 | $3,352-55.8% | $2,688-44.9% | $3,038-51.2% |
| Participant deferral / active EE | $2,431 | $4,721-48.5% | $4,257-42.9% | $5,090-52.2% |
| Admin fee / account holder | $58 | $145-59.8% | $6,421-99.1% | $269-78.4% |