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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,526 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,120 |
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.)
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 | $85,304 | $102,385-16.7% | $147,080-42.0% | $80,935+5.4% |
| Participation rate | 49.4% | 75.9%-26.4pp | 82.2%-32.7pp | 67.7%-18.2pp |
| Annual return | 15.02% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,455 | $3,717-33.9% | $4,933-50.2% | $2,757-10.9% |
| Participant deferral / active EE | $6,370 | $6,651-4.2% | $8,066-21.0% | $4,299+48.2% |
| Admin fee / account holder | $645 | $7,951-91.9% | $12,989-95.0% | $6,924-90.7% |