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| Provider | Service type | Compensation |
|---|---|---|
QBI, LLC4+ years Service code 37 21021 VENTURA BLD #1200 · WOODLAND HILLS, CA 91364 | Loan Processing | $8,213 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $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.
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 | $59,221 | $75,388-21.4% | $123,553-52.1% | $55,725+6.3% |
| Participation rate | 61.5% | 75.7%-14.2pp | 82.3%-20.8pp | 70.9%-9.4pp |
| Annual return | -6.04% | 4.48%-10.5pp | 119.21%-125.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $51 | $3,063-98.3% | $4,628-98.9% | $2,078-97.5% |
| Participant deferral / active EE | $4,933 | $5,651-12.7% | $6,426-23.2% | $3,356+47.0% |
| Admin fee / account holder | $54 | $120-54.6% | $9,284-99.4% | $115-52.8% |