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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,340 |
SWEENEYCONRAD1 year Service code 10 · EIN 91-1301672 | Accounting | $12,500 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $51,814 | $157,304-67.1% | $141,197-63.3% | $152,909-66.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.50% | 64.34%-39.8pp | 71.41%-46.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,681 | $5,263-68.1% | $4,736-64.5% | $4,764-64.7% |
| Participant deferral / active EE | $31,286 | $7,111+340.0% | $6,710+366.2% | $5,851+434.7% |
| Admin fee / account holder | $468 | $12,126-96.1% | $10,265-95.4% | $11,601-96.0% |