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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,754 |
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 | $122,069 | $91,537+33.4% | $130,045-6.1% | $75,173+62.4% |
| Participation rate | 89.5% | 71.5%+18.0pp | 78.5%+11.0pp | 67.2%+22.3pp |
| Annual return | 18.78% | -631.55%+650.3pp | -137.30%+156.1pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,785 | $4,343+148.4% | $5,820+85.3% | $4,126+161.4% |
| Admin fee / account holder | $326 | $6,780-95.2% | $10,600-96.9% | $5,651-94.2% |