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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,060 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,280 | $84,493+81.4% | $125,381+22.3% | $66,938+129.0% |
| Participation rate | 74.2% | 76.4%-2.2pp | 82.4%-8.2pp | 69.8%+4.4pp |
| Annual return | -18.52% | -8.49%-10.0pp | 572.31%-590.8pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,081 | $3,554-69.6% | $4,815-77.6% | $2,545-57.5% |
| Participant deferral / active EE | $8,508 | $6,783+25.4% | $7,448+14.2% | $4,238+100.7% |
| Admin fee / account holder | $684 | $685-0.1% | $10,007-93.2% | $594+15.2% |