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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,359 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,641 | $58,587-15.3% | $83,322-40.4% | $64,173-22.6% |
| Participation rate | 68.3% | 72.0%-3.7pp | 77.8%-9.4pp | 69.6%-1.2pp |
| Annual return | -8.63% | 9.65%-18.3pp | 10.64%-19.3pp | 7.63%-16.3pp |
| Employer contribution / active EE | $757 | $2,098-63.9% | $3,379-77.6% | $2,381-68.2% |
| Participant deferral / active EE | $6,913 | $4,654+48.5% | $5,565+24.2% | $3,470+99.2% |
| Admin fee / account holder | $315 | $9,279-96.6% | $7,540-95.8% | $4,887-93.6% |