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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,887 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $119,757 | $88,137+35.9% | $164,975-27.4% | $74,429+60.9% |
| Participation rate | 86.2% | 73.1%+13.1pp | 78.6%+7.6pp | 67.2%+19.0pp |
| Annual return | 15.21% | 17.13%-1.9pp | 70.12%-54.9pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $9,657 | $4,501+114.6% | $6,033+60.1% | $4,348+122.1% |
| Admin fee / account holder | $350 | $2,231-84.3% | $12,688-97.2% | $1,944-82.0% |