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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $81,983 |
Service code 37 · EIN 35-0145825 | Loan Processing | $15,293 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,103 | $58,888-57.4% | $178,498-85.9% | $73,493-65.8% |
| Participation rate | 81.6% | 66.2%+15.3pp | 81.9%-0.4pp | 70.7%+10.9pp |
| Annual return | 10.15% | 24.86%-14.7pp | 151.09%-140.9pp | 28.51%-18.4pp |
| Employer contribution / active EE | $849 | $2,236-62.0% | $5,011-83.1% | $2,270-62.6% |
| Participant deferral / active EE | $2,447 | $2,568-4.7% | $5,202-53.0% | $3,740-34.6% |
| Admin fee / account holder | $335 | $400-16.3% | $13,985-97.6% | $513-34.7% |