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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,335 |
ROCKLAND TRUST3 years Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $39,619 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,334 | $73,638+74.3% | $95,960+33.7% | $73,493+74.6% |
| Participation rate | 90.2% | 76.2%+14.1pp | 77.1%+13.1pp | 70.7%+19.5pp |
| Annual return | 15.09% | 16.78%-1.7pp | 91.63%-76.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,126 | $1,863+67.8% | $2,541+23.0% | $2,270+37.7% |
| Participant deferral / active EE | $5,547 | $3,617+53.4% | $4,167+33.1% | $3,740+48.3% |
| Admin fee / account holder | $644 | $482+33.6% | $6,797-90.5% | $513+25.5% |