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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,396 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,298 |
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.)
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 | $31,464 | $62,686-49.8% | $178,540-82.4% | $77,736-59.5% |
| Participation rate | 33.8% | 66.9%-33.0pp | 77.1%-43.3pp | 70.6%-36.7pp |
| Annual return | 11.91% | 16.16%-4.2pp | 27.15%-15.2pp | 31.26%-19.3pp |
| Employer contribution / active EE | $884 | $1,914-53.8% | $3,953-77.6% | $2,728-67.6% |
| Participant deferral / active EE | $1,795 | $4,224-57.5% | $6,281-71.4% | $4,651-61.4% |
| Admin fee / account holder | $386 | $386-0.1% | $10,424-96.3% | $433-11.0% |