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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,697 |
CRESAP INC.2 years Filed as: CRESAP INC Service code 27 · EIN 23-2589413 | Advisory (Plan) | $9,602 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,003 | $63,471+27.6% | $68,803+17.7% | $66,949+21.0% |
| Participation rate | 30.6% | 60.0%-29.4pp | 69.0%-38.4pp | 69.8%-39.2pp |
| Annual return | -15.28% | -8.29%-7.0pp | -6.37%-8.9pp | 1.57%-16.9pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,617 | $2,946-45.1% | $3,942-59.0% | $4,239-61.9% |
| Admin fee / account holder | $714 | $578+23.6% | $4,936-85.5% | $594+20.3% |