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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $166,704 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $11,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,282 | $156,398-74.9% | $147,318-73.3% | $138,895-71.7% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 18.66% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $313 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |