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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,135 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,535 | $50,898+79.8% | $171,082-46.5% | $55,167+65.9% |
| Participation rate | 88.1% | 63.3%+24.8pp | 76.7%+11.4pp | 69.0%+19.1pp |
| Annual return | 5.73% | 15.34%-9.6pp | 32.56%-26.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,977 | $1,433+38.0% | $4,002-50.6% | $1,963+0.8% |
| Participant deferral / active EE | $4,547 | $2,994+51.9% | $4,797-5.2% | $3,054+48.9% |
| Admin fee / account holder | $918 | $500+83.8% | $8,520-89.2% | $504+82.2% |