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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,845 |
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 | $40,103 | $82,678-51.5% | $125,391-68.0% | $68,490-41.4% |
| Participation rate | 95.8% | 75.1%+20.8pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -15.20% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,511 | $3,382-55.3% | $4,816-68.6% | $2,597-41.8% |
| Participant deferral / active EE | $8,500 | $6,111+39.1% | $7,448+14.1% | $4,028+111.0% |
| Admin fee / account holder | $368 | $6,277-94.1% | $10,009-96.3% | $5,403-93.2% |