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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,254 |
HUMAN INTEREST ADVISOR LLC2 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $20,000 |
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 | $67,807 | $123,793-45.2% | $177,827-61.9% | $79,858-15.1% |
| Participation rate | 81.8% | 84.7%-2.8pp | 87.7%-5.9pp | 69.6%+12.2pp |
| Annual return | 13.49% | 22.82%-9.3pp | 48.32%-34.8pp | 31.72%-18.2pp |
| Employer contribution / active EE | $2,728 | $4,095-33.4% | $5,918-53.9% | $2,471+10.4% |
| Participant deferral / active EE | $9,186 | $5,956+54.2% | $7,713+19.1% | $3,740+145.6% |
| Admin fee / account holder | $454 | $7,243-93.7% | $12,429-96.3% | $5,306-91.4% |