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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,326 |
PRICEWATERHOUSECOOPERS LLP7+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $57,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,925,191 | $105,209+2680.4% | $159,495+1734.0% | $85,852+3307.3% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 22.54% | 45.08%-22.5pp | 263.72%-241.2pp | 318.66%-296.1pp |
| Employer contribution / active EE | $37,270 | $3,319+1022.8% | $4,831+671.4% | $2,566+1352.7% |
| Participant deferral / active EE | $21,395 | $5,946+259.8% | $7,354+190.9% | $3,952+441.3% |
| Admin fee / account holder | $990 | $6,935-85.7% | $10,804-90.8% | $6,261-84.2% |