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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,040 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $19,919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,448 | $31,424+66.9% | $81,473-35.6% | $69,631-24.7% |
| Participation rate | 85.7% | 50.8%+34.8pp | 68.0%+17.7pp | 70.7%+15.0pp |
| Annual return | 24.53% | 22.44%+2.1pp | 38.78%-14.3pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $10,386 | $1,838+465.0% | $3,537+193.7% | $3,224+222.2% |
| Admin fee / account holder | $134 | $103+30.6% | $4,561-97.1% | $110+21.4% |