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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,817 |
ROCKLAND TRUST5 years Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $25,000 |
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 | $117,343 | $65,453+79.3% | $86,698+35.3% | $66,938+75.3% |
| Participation rate | 94.8% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | -14.41% | -10.89%-3.5pp | 35.95%-50.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,702 | $2,154+71.9% | $2,837+30.5% | $2,545+45.5% |
| Participant deferral / active EE | $6,511 | $4,102+58.7% | $4,656+39.8% | $4,238+53.6% |
| Admin fee / account holder | $387 | $642-39.7% | $7,493-94.8% | $594-34.8% |