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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,065 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,495 | $102,385-14.5% | $147,080-40.5% | $80,935+8.1% |
| Participation rate | 77.5% | 75.9%+1.7pp | 82.2%-4.7pp | 67.7%+9.9pp |
| Annual return | 17.97% | 135.09%-117.1pp | 420.17%-402.2pp | 35.66%-17.7pp |
| Employer contribution / active EE | $4,701 | $3,717+26.5% | $4,933-4.7% | $2,757+70.5% |
| Participant deferral / active EE | $18,831 | $6,651+183.1% | $8,066+133.5% | $4,299+338.0% |
| Admin fee / account holder | $320 | $7,951-96.0% | $12,989-97.5% | $6,924-95.4% |