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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,431 |
HUMAN INTEREST ADVISOR LLC3 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $22,456 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,342 | $62,177+42.1% | $81,370+8.6% | $74,478+18.6% |
| Participation rate | 43.3% | 64.1%-20.8pp | 69.5%-26.3pp | 67.2%-23.9pp |
| Annual return | 14.88% | 16.62%-1.7pp | 24.85%-10.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $1,875 | $1,881-0.3% | $2,464-23.9% | $2,626-28.6% |
| Participant deferral / active EE | $4,148 | $3,219+28.9% | $3,885+6.8% | $4,350-4.6% |
| Admin fee / account holder | $451 | $1,927-76.6% | $5,749-92.2% | $1,946-76.8% |