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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC FINANCIAL ADVISORS, INC. Service code 37 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Loan Processing | $1,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,944 | $36,916-56.8% | $156,552-89.8% | $57,658-72.3% |
| Participation rate | 33.6% | 63.4%-29.8pp | 84.0%-50.4pp | 70.2%-36.6pp |
| Annual return | 5.35% | 12.38%-7.0pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $348 | $1,571-77.9% | $5,501-93.7% | $1,974-82.4% |
| Participant deferral / active EE | $878 | $1,926-54.4% | $4,871-82.0% | $3,061-71.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |