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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,370 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $30,336 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,464 | $84,493-14.2% | $125,381-42.2% | $66,938+8.3% |
| Participation rate | 54.9% | 76.4%-21.6pp | 82.4%-27.5pp | 69.8%-15.0pp |
| Annual return | -17.87% | -8.49%-9.4pp | 572.31%-590.2pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,359 | $3,554-33.6% | $4,815-51.0% | $2,545-7.3% |
| Participant deferral / active EE | $6,134 | $6,783-9.6% | $7,448-17.6% | $4,238+44.7% |
| Admin fee / account holder | $374 | $685-45.4% | $10,007-96.3% | $594-37.0% |