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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $19,272 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
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 | $64,534 | $63,905+1.0% | $74,184-13.0% | $57,658+11.9% |
| Participation rate | 36.9% | 79.8%-42.9pp | 76.6%-39.7pp | 70.2%-33.3pp |
| Annual return | 6.87% | 60.60%-53.7pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,240 | $3,448-35.0% | $3,550-36.9% | $3,061-26.8% |
| Admin fee / account holder | $12 | $91-86.4% | $5,586-99.8% | $95-86.9% |