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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,809 | $101,555+60.3% | $109,907+48.1% | $101,555+60.3% |
| Participation rate | 28.5% | 74.5%-46.0pp | 74.2%-45.7pp | 74.5%-46.0pp |
| Annual return | 163.46% | 21.00%+142.5pp | 29.46%+134.0pp | 21.00%+142.5pp |
| Employer contribution / active EE | $463 | $2,972-84.4% | $2,844-83.7% | $2,972-84.4% |
| Participant deferral / active EE | $1,764 | $4,874-63.8% | $4,047-56.4% | $4,874-63.8% |
| Admin fee / account holder | $347 | $139+149.0% | $6,069-94.3% | $139+149.0% |